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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Security and Access: This section of the exam measures the skills of Salesforce Administrator and covers how record-level access, field access, and sharing models impact data visibility across the system. It focuses on understanding controlled-by-parent relationships, territory management, role hierarchies, and access to reports, dashboards, and email folders. It also includes comparing custom profiles, permission sets, and delegated administration, along with evaluating different authentication methods. The section also addresses the structure of business models such as person accounts, standard accounts, contacts, and contact-to-multiple-account relationships.
Topic 2
  • Cloud Applications: This section of the exam measures skills of Salesforce Consultant and covers the standard Salesforce capabilities that support sales and service operations. It includes features such as products, price books, schedules, orders, quotes, and the tools that help with forecasting and territory management. The section also describes how to create Salesforce Knowledge articles, manage entitlements, support service workflows, and enable interactions through chat, case feed, Omni-Channel, console apps, and Experience Cloud sites. It also introduces the broader Salesforce suite that extends core platform functionality.
Topic 3
  • Environment Management and Deployment: This section of the exam measures skills of Salesforce Administrator and covers moving metadata between environments using tools such as sandboxes, change sets, and managed or unmanaged AppExchange packages. It explains the capabilities and best practices related to deploying changes through change sets to ensure smooth and controlled migrations.
Topic 4
  • Process Automation: This section of the exam measures skills of Salesforce Consultant and covers choosing the right automation tools to solve complex business problems. It focuses on understanding the capabilities and limitations of declarative tools, identifying the right troubleshooting methods, and applying automation correctly within Salesforce’s order of execution. This section emphasizes designing efficient, scalable automation using workflow tools, flows, and other declarative features.
Topic 5
  • Auditing and Monitoring: This section of the exam measures skills of a Salesforce Support Specialist and covers the tools used to monitor system behavior and review user activity. It includes understanding debug logs, setup audit trail, and methods for ensuring sensitive data is handled correctly in both production and sandbox environments. It also explains how to review and troubleshoot security settings, including recognizing pending updates that might affect system access.

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Salesforce Certified Platform Administrator II Sample Questions (Q77-Q82):

NEW QUESTION # 77
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

Answer: B,C

Explanation:
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.
References: https://help.salesforce.com/s/articleView?id=sf.customize_functions.htm&type=5 https://help.
salesforce.com/s/articleView?id=sf.process_overview.htm&type=5


NEW QUESTION # 78
AW Computing it running a special bundle deal on monitors and keyboards. Normally, discounts need VP approval, but this special bundle is pre-approved.
What should the administrator recommend for these requirements?

Answer: A

Explanation:
A price book is a list of products and their prices for a specific segment of customers or market. By creating a separate price book for the special bundle deal on monitors and keyboards, AW Computing can offer different prices for these products without affecting their standard prices or requiring VP approval. The price book can also specify which products are included in the bundle and which are not. References: https://help.salesforce.
com/s/articleView?id=sf.products_pricebooks_def.htm&type=5


NEW QUESTION # 79
Support staff at Cloud Kicks work on multiple accounts and opportunities at the same time, Currently, they are switching between browser tabs, which is tedious and confusing. Support managers put in a request for a better agent experience.
What should an administrator recommend?

Answer: B

Explanation:
Implement Service Console is what the administrator should recommend to support staff at Cloud Kicks for a better agent experience. Service Console is a Salesforce app that provides a unified interface for agents to manage multiple customer interactions and records at once. Service Console can help agents work more efficiently and productively by providing features such as tabs, subtabs, list views, related lists, highlights panel, interaction log, macros, keyboard shortcuts, and more


NEW QUESTION # 80
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?

Answer: A

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


NEW QUESTION # 81
What are three options available to the administrator to help with this issue? Choose 3 answers

Answer: C,D,E

Explanation:
Move some page components behind a tab, remove some of the fields displayed, and reduce the number of related lists displayed are three options available to the administrator to help with this issue. Moving some page components behind a tab can help reduce the loading time of a record page by hiding some components until they are needed by the user. Removing some of the fields displayed can help reduce the loading time of a record page by minimizing the number of queries and calculations that need to be performed when rendering the page. Reducing the number of related lists displayed can help reduce the loading time of a record page by limiting the amount of data that needs to be retrieved and displayed on the page


NEW QUESTION # 82
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