Salesforce TVB-201 Exam (page: 7)
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Updated on: 31-Mar-2026

Viewing Page 7 of 51

An administrator gets a rush request from Human Resources to remove a user's access to Salesforce Immediately. The user is part of a hierarchy field called Direct Manager.
What should the administrator do to fulfil the request?

  1. Freeze the user to prevent them from logging in while removing them from being referenced in the

    Direct Manager field.
  2. Deactivate the user and delete any records where they are referenced in the Direct Manager field.
  3. Change the user's profile to read-only while removing them from being referenced in the Direct Manager Field.
  4. Delete the user and leave all records where they referenced in the Direct Manager Field without changes.

Answer(s): A

Explanation:

Freezing a user is a way to temporarily prevent them from logging in to Salesforce without deactivating their user record. This is useful when you need to perform some cleanup tasks before deactivating a user, such as removing them from being referenced in a hierarchy field like Direct Manager.


Reference:

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



AW Computing (AWC) occasionally works with independent contractors, who the company stores as Contacts in Salesforce. Contractors often change agencies, and AWC wants to maintain the historical accuracy of the record.
What should AWC use to track Contacts?

  1. Use a partner community to track the Contacts.
  2. Create a new Contact record for each agency.
  3. Create a Junction object to track many-to-many relationship.
  4. Enable Contacts to multiple Accounts.

Answer(s): D

Explanation:

Contacts to multiple accounts is a feature that allows you to associate a single contact with multiple accounts, both business and person accounts. This way, you can maintain the historical accuracy of the contact record without creating duplicate records for each account.


Reference:

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



Which two actions should an administrator perform with Case escalation rules? Choose 2 answers

  1. Re-open the Case.
  2. Send email notifications.
  3. Change the Case Priority.
  4. Re-assign the Case.

Answer(s): B,D

Explanation:

Case escalation rules are used to escalate cases that have not been resolved within a certain time frame by changing the case owner, sending email notifications, or triggering workflow actions. You can use these actions to alert the appropriate users or groups when a case needs urgent attention or escalation.


Reference:

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



The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing.
Which two features should the administrator configure? Choose 2 answers

  1. Sales Quotes
  2. Opportunity List View
  3. Forecasting
  4. Opportunity Stages

Answer(s): C,D

Explanation:

Forecasting is a feature that allows you to predict and plan the sales cycle from pipeline to closed sales, and manage sales expectations throughout your organization. Opportunity stages are the steps that an opportunity goes through as it moves from creation to close, and they determine the probability and forecast category of the opportunity.


Reference:

https://help.salesforce.com/s/articleView?id=sf.forecasting3_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.customize_opptystages.htm&type=5



Universal Containers requires a different Lightning page to be displayed when Accounts are viewed in the Sales Console and in the Service Console.
How should an administrator meet this requirement?

  1. Update page layout assignments.
  2. Define multiple record types.
  3. Assign Lightning pages as app default.
  4. Create different user profiles.

Answer(s): C

Explanation:

Lightning pages are custom layouts that let you design pages for your Salesforce org using Lightning App Builder. You can assign different Lightning pages for different apps, record types, and profiles using Lightning page assignments. To meet the requirement of displaying different Lightning pages for Accounts in Sales Console and Service Console, you need to assign Lightning pages as app default for each app.


Reference:

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



Viewing Page 7 of 51



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