Salesforce Certified Platform Administrators II (Plat-Admn-301) Questions and Answers
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?
How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?
Management at Ursa Major Solar wants to understand how many accounts have opportunities in the overall pipeline.
What should the administrator use to create a report showing all open opportunities and the total number of accounts represented?
A sales manager at AW Computing has created a contact record but is missing some of the information to complete the record. The organization-wide default for Accounts is set to Public Read Only, and Contacts are controlled by parent.
Cloud Kicks users report receiving an "Apex CPU time limit exceeded" error message when attempting to close certain opportunity records. This does not occur on every opportunity record change or for every user.
What is the recommended method for the administrator to identify the cause?
A developer is getting errors for Production deployment. The test deployment in the Full sandbox, which included a local test run, was successful. The Full sandbox was last refreshed 2 weeks ago.
Where should the administrator check to see what was recently changed?
The Service team at Cloud Kicks needs a way to show the current status from the Account on the Case. This value should be on the page and is used in validation rules.
What should the administrator recommend to solve this?
After setting up field history tracking on the Account object, the administrator for AW Computing wants to retrieve the field history data for analysis.
how should the administrator acquire this data?
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?
An administrator at Cloud Kicks has been asked to reduce the file size of full data exports in order to have quicker exports.
Which three recommendations should the administrator make?
Choose 3 answers
An administrator is given a .csv file of 5,000 leads with External Id and Status fields. They need to match existing and add new records with Data Loader.
What action should be taken to populate the Status field on the records and add new records?
Cloud Kicks (CK) has a backup team of employees that helps short-staffed departments. These users could be working with sales one day and service the next. CK is implementing new Lightning record pages for each department so that they view records In a way that makes sense for each department.
How should the administrator ensure this Is configured correctly?
The salts team at Universal Containers has asked the administrator to build functionality to automatically update the account checkbox field 'Opportunity Created' to checked when at least one related opportunity has been created.
What feature should the administrator use to build this functionality?
A sales rep needs to help cross-sell an opportunity but is unable to make updates on the record or update the opportunity team.
Which two options would be required for a sales rep to add a rep to the opportunity team?
Choose 2 answers
Cloud Kicks wants to implement multi-factor authentication (MFA) to help better secure its Salesforce org.
Which two options should the administrator consider to use MFA?
Choose 2 answers
The administrator at Cloud Kicks (CK) is troubleshooting why users are missing expected email alerts from an automated process. The investigation shows that CK is hitting its daily limit.
What should the administrator review to resolve the issue?
How should an administrator accomplish this?
When should an administrator apply a permission set to a user or group of users versus configuring the user’s profile with the necessary access?
Cloud Kicks has updated several profiles and created a new app in the sandbox. After testing, everything is working as expected. Which two options should the administrator use to migrate these changes to production from the sandbox?
Choose 2 answers
An administrator is receiving cases that users are getting logged out of Salesforce without notice.
What should the administrator do to address this issue?
What would prevent a user from syncing a quote with an opportunity?
A new administrator at Cloud Kicks has reported that they are unable to use outbound change sets as requested.
What permission should be reviewed to determine if it is missing from the administrator user or profile?
Ursa Major Solar has a global customer base. Recent issues with customs have greatly delayed shipping to Canadian customers. While the Country field is already on the page layout, the sales team wants Canadian customers highlighted as a potential challenge for fulfillment until the shipping issue is resolved.
How should the administrator solve this issue?
DreamHouse Realty wants better insights into potential revenue in the next quarter and is considering using Collaborative Forecasts.
What should the administrator consider when setting up Collaborative Forecasts?
An administrator need a business process automated, but only for certain user and profiles. The administrator will need to frequently update which users and profiles will use the process. After evaluating the declarative options, it was determined that this functionality must be done via an Apex trigger.
What software requirement should the administrator request so that process execution can be declaratively controlled?
Cloud Kicks has organization-wide snaring defaults on the opportunity set to prvete. However, members of the finance team need to see closed won opportunities. The Drama team members all have roles under the finance director, while the sales team members have roles under the sales marager.
Which two options should the administrator use to meet these criteria?
Choose 2 answers
Users at AW Computing are receiving a duplicate message when they enter contacts with common first and last names. Management wants to improve the user experience but also keep the data Integrity of contacts.
What should an administrator implement for this issue?
Cloud Kicks (CK) is working on adding a Knowledge base to its online customer community. The administrator suggests using Salesforce Knowledge to meet this requirement.
What are three reasons CK should utilize Data Categories when creating articles in Knowledge?
Choose 3 answers
What should an administrator do to keep secure fields protected in email templates'?
An administrator created two record types on the Account object: Internal Customers and External Customers. A custom profile called Sales has the External Customers record type assigned. The sharing rules for Accounts arm set to Public Read Only. On occasion. Sales users notice that an Account record has the wrong record type assigned. The administrator has created a screen flow that will change the record type on the user's behalf.
What will happen to the Sales user's record access after running this flow?
Cloud Kicks is looking for a way to back up its data dally.
What should the administrator recommend?
AW Computing wants to embed a report chart on the Account record page that shows the value of closed sales for that account. The chart should be limited to users in the Sales Manager role on the Account record pages.
how should this be accomplished?
Cloud Kicks wants its sales reps to always use the same full zip code format with a hyphen where applicable.
What should the administrator implement to help ensure consistent formatting?
The support operations team has noticed some Invalid data In the custom Primary issue picklist field on case records. They are unsure of what the issue is since the field is being updated by an automated procedure and there Is a validation rule to ensure clean data on case records.
Why arc records being updated with data that violates the validation rule?
An administrator is planning he release process for the year. The team will be using change sets to process deployment to production.
Which three best practices should be considered?
Cloud Kicks uses a dashboard with multiple components based on Account, Case, and Opportunity reports. The system administrator adds a dashboard filter on Account Owner. When filtering the dashboard by Account Owner, records are now missing from several Opportunity components.
What is the recommended way for the system administrator to resolve this issue?
Cloud Kicks (CK) has deployed several new custom apps that use Lightning Web components. The administrator is now concerned that they may need to make some adjustments to CK’s org to make it more secure.
Which tools should the administrator use to expose possible security risks within a Lightning web component?
Ursa Major Solar offers customers annual service contracts. Account owners should receive an email renewal reminder l month before their customer's planned expiration date. The administrator builds a flow to automate the process, which runs when a record is created, and tests several possible scenarios.
What win occur if the expiration date is changed from January 1 of the next year to yesterday?
Cloud Kicks needs to automate several updates to lead records and update unrelated records. Select changes should happen every time a record is created or updated, Put other changes should only happen when the record is updated.
Which two options should the administrator use to automate these updates?
Choose 2 answers
Sales managers at Ursa Major Solar have asked for some additional automation around opportunity reminders. If the opportunity is in the Proposal stage a week before the close date, they want an email sent to the opportunity owner and manager. If the Budget Approved custom field is checked, the managers want to be notified immediately.
How should these requirements be met without using code?
Cloud Kicks uses a Lightning web component to provide instructions to sales reps. An administrator needs to correct a spelling error in the displayed text in one of the Lightning web components.
What is the recommended tool to make the change?
The sales team at Cloud Kicks is noticing that sales reps are misusing the new Screen Flow tool for data entry, since they are viewed the initial screen after clicking finish.
What should the administrator do to fix this?
The administrator at Universal Containers does a soft launch of the Salesforce Authenticator app and allows users to optionally use it to log in. The administrator would now like to look at how many users have successfully used it since it was rolled out.
What are two ways the administrator can get this information?
Choose 2 answers
Ursa Major Solar (UMS) wants to improve Its customers’ ability to search for knowledge articles. UMS has already created categories for articles.
Which two additional chances should be made to improve search capabilities?
Choose 2 answers
Users report that the industry picklist field is no longer visible on account records. What test can an administrator use to troubleshoot the issue?
Universal Containers has a Private sharing model for Accounts and Opportunities. A new team is being created from within the sales team that will be assigned all renewal opportunities. These users will need to see all closed won opportunities while keeping the account private.
How should the administrator meet this requirement?
DreamHouse Realty has a rental team and a real estate team. The two teams have different safes processes and capture different client information on their opportunities.
How should an administrator extend the Opportunity object to meet the teams' different needs?
A custom object called Item has a many-to-many relationship with the Account and Quota objects. At Cloud Kicks, account owners are changed frequently while ownership of Quota records remains unchanged. When an account owner is updated, the new account owner can only see Item records if they are also the owner of the Quota record.
What step should the administrator take to give access to all Item records?
Change the data format of the Quota relationship field from master-detail to lookup.
DreamHouse Realty currently deals only with single-family homes but is expanding its business it include condos in large cities. There are some features and amenities that inly apply to condos, such as the amount of a deposit and concierge services.
How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?
How should an administrator configure the Opportunity object to ensure that only relevant fields are displayed on the record?
An administrator at Universal Containers has been asked to configure product schedules.
What should the administrator consider before enabling this feature?
A sales user is assigned to a permission set group that gives them Modify All access to
Accounts. An administrator assigns the same user to a muting permission set that mutes Deletes access on Account.
What level of access will the sales user have on the Account object?
An administrator created and activated several record-triggered flows that are configured to run before the record is saved on the same object.
What should the administrator consider about the order of execution for flows?
Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system. Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible.
What should sales reps do to ensure their quotes and opportunities reflect their sales?
The administrator at AW Computing has received an email for a system error indicating that their organization has reached is hourly limit processing workflow time triggers.
Which two processes should the administrator review? Choose 2 answers
How should an administrator ensure the appropriate number of digits are entered Into the custom encrypted field created to capture credit card numbers on the Opportunity object?
Cloud Kicks users need to link multiple Case records to multiple Outcome records stored in a custom object. Any user that can view the Case record must be able to create a link. The administrator creates a Case Outcome custom object.
What is the recommended option to use when adding a field to Case Outcome?
AW Computing has a new requirement from its security team where audit information
relating to an account must be recorded in a new custom object called Audit. Audit
records need to be preserved for 10 years and only accessible by the audit team.
When configuring a change set, which two practices should an administrator adhere to in order to ensure a successful deployment to production?
Choose 2 answers
AW Computing is conducting an audit and wants to understand how many objects have been shared as public externally.
which tool should the administrator use to quickly obtain this details?
Cloud kicks has received feedback that customers are frustrated with the amount of time it takes to reach a support agent by area of expertise according to product information after a new case has been submitted. Love you too jani
Which feature should administrator configure in order to improve the case management process?
Ursa Major Solar wants to add a chat component to its corporate website, where its service agents can respond directly from Salesforce.
What are two considerations the administrator should understand before adding Chat to the Service Console? Choose 2 answers
Northern Trail Outfitters (NTO) wants to start using Salesforce for its HR recruiting process. NTO needs to ensure that every application is linked to both a job posting and an applicants can apply for more one job posting, and each job posting can have more than one application.
How should an administrator configure the objects?
An administrator at Cloud Kicks has been tasked by the compliance team to flag where sensitive information is stored in Salesforce.
What feature should the administrator use to fulfill this requirement?
AW Computing has several service plans it offers with its laptops. Management wants the sales team to focus on bringing in new business and to have the creation of the renewal opportunity for the service plans happen automatically.
What approach should the administrator take to automate the renewal process7
Cloud Kicks wants to force its users to set a value for a custom called Tier by answering a series of questions.
What two functions should the administrator use to ensure that users cannot bypass answering these questions in order to determine their Tier value.
Choose 2 answers
An administrator has a request to write a report listing accounts that have sales from this year and that have a completed activity in the last 30 days.
What reporting feature should the administrator employ to provide only the list of accounts, without listing the details of the opportunities?