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Here are Salesforce CRT-211 PDF available features:
| 241 questions with answers | Updation Date : 16 Jul, 2026 |
| 1 day study required to pass exam | 100% Passing Assurance |
| 100% Money Back Guarantee | Free 3 Months Updates |
The administrator at Universal Containers recently rolled out Email-to-Case functionality. Even though a new record type was created and specified in the Email-to-Case settings, all incoming cases are receiving a different record type. What is likely causing the record type discrepancy?
A. The new Case Owner needs permissions to the new record type.
B. The Automated Case User needs permissions to the new record type.
C. A Case assignment rule is preventing the record type from being updated.
D. A validation rule is preventing the record type from being updated.
Person accounts were recently activated at Cloud Kicks. There are three record types for accounts: B2B customer B2C Customer External Partner There are two record types for leads: B2B Lead B2CLead The test team finds that when the Convert button is clicked on a B2C Lead record, only the B2B Customer and External Partner account record types are available choices on the Conversion Layout. What should the administrator do to correct this issue?
A. Hide the Record Type field on the Account section of the Conversion Layout.
B. Build a process that updates the record type field to B2C Customer after conversion.
C. Use a validation rule to ensure the company name on B2C Leads is blank.
D. Change organization-wide default settings for contacts to Controlled by Parent.
AW Computing uses a custom Invoice object to track invoices related to accounts. The administrator wants to use roll-up summary fields to view high-level information at a glance on the account record. Which two considerations should an administrator remember about roll-up summary fields? Choose 2 answers
A. Roll-up types include COUNT, SUM, and AVG.
B. Roll-up summary fields are created on the master side of a master-detail relationship.
C. Roll-up summary fields prevent the conversion of a master-detail relationship to a lookup.
D. Rollup fields are calculated prior to save.
A user accidentally created a duplicate opportunity and is unable to delete the duplicate record. What should an administrator do to troubleshoot this issue?
A. Run a report of all opportunities to identify other possible duplicates.
B. Check the user profile permissions on the Opportunity object to see if they have permission to delete.
C. Advise the user to mark the duplicate opportunity Closed Lost and keep it in the system.
D. Change the user's profile to System Administrator so they have full permissions to delete object records.
The administrator at Cloud Kicks needs to set up automation to update three fields on the Shipment custom object. Because of the effect these updates will have on some programmatic customizations, they need to happen in a very specific order. How should the administrator configure the field updates to ensure the proper order.
A. Create three workflow rules in order, one workflow rule for each field update.
B. Create a process with one criteria node and three field updates in the correct order.
C. Create a process with three criteria nodes and stop after each action.
D. Create a workflow rule with three field updates entered in the correct order.
The sales manager at Cloud Kicks wants a way to report on information from a form their clients fill out during the sales cycle. Once a form has been submitted, the client is unable to access it. This form may need to be filled out more than once during the sales cycle. There are more than 30 fields on this form, and the sales team needs to be able to see what changed from one submission to the next. Which two options should an administrator use to solve this scenario? Choose 2 answers
A. Add forms as attachments.
B. Make custom fields.
C. Create a custom object.
D. Turn on Field Tracking.
The finance director at Cloud Kicks asks the administrator for an exception report that shows all B2C accounts that are missing the credit card number. The credit card number is a classic encrypted field. What action should the administrator take to meet this requirement?
A. Add 'View Encrypted Fields' to a permission set assigned to Finance and system administrators and a summary report filtered by credit card number.
B. Unmask the encrypted credit card number field to make it available and add a custom filter to a report where credit card number is blank.
C. Build a custom checkbox called Has Credit Card' that Finance checks when a credit card is recorded and a tabular report filtered on the checkbox equal to false.
D. Create a summary report that includes a cross-filter to the Account object with a sub-filter for credit card number equal to null.
Northern Trail Outfitters requires the sales user to input a use case before moving the opportunity stage to qualified. A consultant has reviewed the business requirement and ran a report to check the state of data completion. When pulling a report for opportunities in the qualified stage or beyond, it appears that only 30% of records have a use case filled out with varying text strings. What should the administrator recommend?
A. Write a record-triggered flow that populates the Use Case field when an opportunity is closed.
B. Create a validation rule and add the Use Case field to the Stage Guidance in Path.
C. Make the Use Case field required on the master Opportunity layout.
D. Use a quick action with the Use Case field in the layout, and add it as a Lightning component.
Universal Containers' support team wants to use Salesforce Knowledge to allow customers and the support team to have access to the product documentation. There are many different types of documentation with usage across the globe. What feature should the administrator configure?
A. Enable the Case Feed.
B. Create article types.
C. Define data categories and visibility.
D. Setup record types and page layouts.
The administrator at AW Computing has been asked to review whether any users are making configuration changes directly in production. Which item should the administrator review to find these details?
A. Setup Audit Trail
B. Field History Tracking
C. Login History
D. Organization-Wide Defaults