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Salesforce Plat-Admn-301 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Security and Access20%- Profiles, permission sets and delegated administration
- User authentication implications
- Complex business models
  • 1. Account and contact relationships
    • 2. Person accounts
      - Record and field data access implications
      • 1. Access to dashboards, reports and folders
        • 2. Controlled by parent
          • 3. Grant access by hierarchies
            • 4. Sharing model
              • 5. Territory Management
                Topic 2: Data and Analytics Management13%- Reporting and dashboards
                • 1. Custom report types
                  • 2. Dashboard design and configuration
                    • 3. Joined reports and snapshots
                      - Data management strategies
                      • 1. Data quality and deduplication
                        • 2. Import/export tools
                          • 3. Data archiving and large data volumes
                            Topic 3: Cloud Applications11%- Service Cloud features
                            • 1. Omni-Channel and chat
                              • 2. Case management and automation
                                • 3. Entitlements and milestones
                                  • 4. Knowledge management
                                    - Sales Cloud features
                                    • 1. Forecasting and territory management
                                      • 2. Products and price books
                                        • 3. Quotes and orders
                                          Topic 4: Auditing and Monitoring10%- Performance monitoring
                                          - Data and access auditing
                                          - System monitoring tools
                                          • 1. Event monitoring
                                            • 2. Setup Audit Trail
                                              • 3. Debug logs
                                                Topic 5: Objects and Applications19%- Enhance user interface and experience
                                                • 1. Lightning App Builder
                                                  • 2. Lightning page optimization
                                                    • 3. App Manager
                                                      • 4. Dynamic Forms
                                                        - Extend and customize objects
                                                        • 1. Relationship types
                                                          • 2. Record types
                                                            • 3. Schema Builder and Object Creator
                                                              Topic 6: Process Automation20%- Understand order of execution and governor limits
                                                              - Select appropriate automation tools
                                                              • 1. Process Builder
                                                                • 2. Flow Builder
                                                                  • 3. Workflow rules
                                                                    - Troubleshoot automation issues
                                                                    - Design scalable and maintainable automation
                                                                    Topic 7: Environment Management and Deployment7%- Metadata deployment tools
                                                                    • 1. Change sets
                                                                      • 2. Managed and unmanaged packages
                                                                        - Sandbox management
                                                                        - Deployment best practices

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                                                                        Salesforce Certified Platform Administrator II Sample Questions (Q93-Q98):

                                                                        NEW QUESTION # 93
                                                                        Cloud Kicks (CK) completed a project in a sandbox environment and wants to migrate the changes to production. CK split the deployment into two distinct change sets. Change set 1 has new custom objects and fields. Change set 2 has updated profiles and automation.
                                                                        What should the administrator consider before deploying the change sets?

                                                                        Answer: D

                                                                        Explanation:
                                                                        When deploying profiles using change sets, the field-level security settings are not included unless the fields themselves are also part of the change set. Therefore, the administrator should consider adding the new custom fields to change set 2 along with the profiles, or manually adjust the field-level security after deployment. References: https://help.salesforce.com/articleView?id=changesets_about_components.
                                                                        htm&type=5


                                                                        NEW QUESTION # 94
                                                                        The sales agents at DreamHouse Realty have a profile that allows them to import records for a custom object called House. The agents only need to make imports occasionally and typically Import around 100 new records at a time.
                                                                        What tool should the agents use to upload records?

                                                                        Answer: C

                                                                        Explanation:
                                                                        Data Import Wizard is a tool that allows administrators to import data for standard and custom objects in Salesforce using CSV files. Data Import Wizard can handle up to 50,000 records at a time and supports simple data transformations and validations. Data Import Wizard can be used to upload records for a custom object when the number of records is small and the import frequency is low.


                                                                        NEW QUESTION # 95
                                                                        An administrator would Like to know If any other administrators or delegated administrators are using the Log In As a User feature.
                                                                        Where the administrators should are using the Log in As a User feature.

                                                                        Answer: B

                                                                        Explanation:
                                                                        The Setup Audit Trail is a tool that allows you to view and download a log of changes made in your org's Setup area. The log shows up to 20 fields of information for each change, such as who made it, when it was made, what type of change it was, and what values were changed. You can use the Setup Audit Trail to track configuration changes directly in production and identify any unauthorized or problematic changes. One of the changes that the Setup Audit Trail tracks is when a user grants login access to another user. This means that you can use the Setup Audit Trail to see if any other administrators or delegated administrators are using the Log In As a User feature. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.
                                                                        htm&type=5 https://help.salesforce.com/s/articleView?id=sf.remoteaccess_granting_login_access.
                                                                        htm&type=5


                                                                        NEW QUESTION # 96
                                                                        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?

                                                                        Answer: B

                                                                        Explanation:
                                                                        To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline and make adjustments based on changing business conditions. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.
                                                                        htm&type=5


                                                                        NEW QUESTION # 97
                                                                        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?

                                                                        Answer: D

                                                                        Explanation:
                                                                        Configure one app per department and activate record pages for each app is how the administrator should ensure this is configured correctly. An app is a collection of items that work together to serve a particular function for a group of users. An app can include items such as tabs, objects, reports, dashboards, and record pages. A record page is a type of Lightning page that displays details about a specific record. A record page can be customized using Lightning App Builder and activated for different apps, profiles, or record types. By configuring one app per department and activating record pages for each app, the administrator can ensure that the backup team users can view records in a way that makes sense for each department depending on which app they are using.


                                                                        NEW QUESTION # 98
                                                                        ......

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