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| Vendor: | Salesforce |
|---|---|
| Exam Code: | ADX-211 |
| Exam Name: | Administer, Extend, and Automate Salesforce |
| Exam Questions: | 222 |
| Last Updated: | August 22, 2026 |
| Related Certifications: | Salesforce Certified Administrator, Salesforce Certified Advanced Administrator |
| Exam Tags: | Salesforce Administrator |
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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 summary report with a cross-filter is a type of report that allows you to summarize data by grouping rows and columns and applying filters based on related objects and fields. A cross-filter is a filter that lets you include or exclude records in your report based on related objects and their fields. In this case, you can create a summary report that includes a cross-filter to the Account object with a sub-filter for credit card number equal to null. This will show you all B2C accounts that are missing the credit card number, regardless of whether it is encrypted or not. Reference: https://help.salesforce.com/s/articleView?id=sf.reports_summary_charts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm&type=5
A user at Cloud Kicks has informed the administrator that they are unable to log in to Salesforce via multi-factor authentication.
Which two area should the administrator review to understand potential root causes?
Choose 2 answers
Identity verification history and login history are two areas that the administrator can review to understand potential root causes of multi-factor authentication issues. Identity verification history shows the methods and results of identity verification attempts for a user, such as email verification, SMS verification, or app verification. Login history shows the status, source, and location of login attempts for a user, as well as any login errors or challenges that occurred. These two areas can help the administrator identify if the user entered the correct verification code, if the user's device or app is compatible with multi-factor authentication, or if there are any network or security issues that prevent successful verification. Reference: https://help.salesforce.com/s/articleView?id=sf.identity_verification_history.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm&type=5
An administrator is creating a custom Opportunity record page for Sales users for new logo opportunities. They need to control what fields display on the record when a sales user is viewing the opportunity.
Where should the administrator edit what fields display in the details of the record page?
The fields that display in the details of the record page are controlled by the page layout assigned to the user's profile and record type. The administrator can edit the page layout to add, remove, or reorder fields on the record page. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_layouts.htm&type=5
Universal Containers wants to assign a task due date on one of two fields. Estimated Shipping Date or Client Need By Date, which is further in the future.
Which two combined automation tools should the administrator use to create the task record and assign based on date criteria?
Choose 2 answers
Two combined automation tools that the administrator can use to create the task record and assign based on date criteria are:
Create a formula field to capture the MAX date. A formula field is a custom field that calculates a value based on other fields or expressions. In this case, a formula field can be used to capture the maximum value between Estimated Shipping Date and Client Need By Date fields and store it as a date value.
Make a Process Builder to create the task. A Process Builder is an automation tool that allows you to create processes that perform actions based on certain criteria. In this case, a Process Builder can be used to create a task record when a certain condition is met and assign its due date based on the formula field value.
The other two options are incorrect because:
An approval process is an automation tool that allows you to route records for approval based on certain criteria and approval steps. It does not create or assign tasks based on date criteria.
A workflow rule is an automation tool that allows you to perform actions based on certain criteria and evaluation time. It does not create or assign tasks based on date criteria.
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?
Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. Reference: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.htm&type=5
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