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| Section | Weight | Objectives |
|---|---|---|
| Configuration and Setup | 20% | - Configure org-wide defaults and role hierarchy - Identify the capabilities of the Salesforce UI - Explain the different record types - Understand the sharing model - Describe the steps to set up a Salesforce organization - Describe the ability to track task activities - Explain the Salesforce data model |
| AppExchange | 5% | - Understand managed packages - Navigate the AppExchange marketplace - Evaluate and install apps from AppExchange |
| Data Management | 10% | - Manage duplicate rules and matching rules - Import and export data - Use Data Loader - Understand data storage management - Configure data validation tools |
| Standard and Custom Objects | 10% | - Configure lookup and master-detail relationships - Understand external ID fields - Create custom objects and fields - Understand standard object relationships |
| Service Cloud Applications | 10% | - Create macros and quick text - Set up Salesforce Knowledge - Configure Omni-Channel and Service Cloud features - Configure cases and entitlements |
| Mangaging User Accounts | 10% | - Reset user passwords - Assign users to roles and public groups - Create and manage user accounts - Configure user profiles and permission sets - Understand the difference between profiles and permission sets |
| Sales Cloud Applications | 15% | - Configure products and price books - Understand sales automation features - Set up opportunity management - Configure lead management - Create and manage reports and dashboards |
| Analytics - Reports and Dashboards | 10% | - Schedule reports and subscribe to reports - Build custom report types - Create and modify reports and report types - Create dashboards - Understand bucket fields and summary fields |
| Desktop and Mobile Administration | 5% | - Understand Salesforce1 mobile considerations - Set up Salesforce Classic vs Lightning Experience - Configure Salesforce Mobile app |
| Workflow and Process Automation | 15% | - Create workflow rules and actions - Distinguish between workflow, Process Builder, and Flow - Understand Flow builder basics - Build approval processes - Create Process Builder processes |
| Security and Access | 15% | - Create and modify role hierarchies - Configure field-level security - Understand Salesforce Shield features - Set up sharing rules - Configure org-wide default settings - Describe the Salesforce security model |
| Object Manager and Lightning Platform Basics | 20% | - Set up lookup and master-detail relationships - Configure validation rules - Configure field-level security - Understand field types and properties - Create custom objects and fields - Create custom and formula fields |
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NEW QUESTION # 43
Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked a Platform Administrator to help sales reps prioritize and close more deals. What should the administrator configure to help with these issues?
Answer: B
Explanation:
To help sales reps prioritize their pipeline and identify which deals are most likely to close, Einstein Opportunity Scoring is the most effective tool. Part of Salesforce's AI suite, Opportunity Scoring uses machine learning to analyze past won and lost opportunities to assign a score from 1 to 99 to every open deal. The score is accompanied by "Key Factors"-both positive and negative-that explain why the score was given (e.g., "The deal has progressed quickly through stages" or "The close date has been pushed three times"). This allows reps to focus their time on high-scoring deals or take corrective action on deals with low scores. Einstein Lead Scoring (Option B) helps with the intake of new prospects but not with existing deals. Einstein Activity Capture (Option D) automates the logging of emails and events but does not provide prioritization logic. Einstein Search (Option A) improves search results but does not assist in deal management strategy.
NEW QUESTION # 44
Universal Containers wants to track all stakeholders involved in its sales opportunities to ensure proper relationship management. Sales reps need to identify who has decision-making authority, who influences the buying process, and who serves as the primary contact for each deal. Which feature should a Platform Administrator configure to meet this requirement?
Answer: A
Explanation:
Opportunity Contact Roles allow sales reps to link multiple Contacts to a single Opportunity and assign a specific "Role" to each, such as "Decision Maker," "Influencer," or "Economic Buyer." This provides the visibility needed to understand the "buying committee" for a deal. It also allows for the designation of a "Primary Contact." Opportunity Teams (Option A) are used to track internal staff working the deal. Account Teams (Option B) track collaboration at the account level but are not deal-specific. Standard fields (Option C) are insufficient for tracking a "one-to-many" relationship between an opportunity and multiple contacts with unique roles. Contact Roles are the standard feature designed exactly for stakeholder management in the sales process.
NEW QUESTION # 45
Ursa Major Solar has its business hours set from 9:00 AM to 5:00 PM for the reps that are on Pacific Time. The reps on Eastern Time need business hours set to start 3 hours earlier to cover for support. How should a Platform Administrator solve for this issue?
Answer: A
Explanation:
Salesforce allows for the creation of multiple Business Hours records to support global teams working in different time zones. To solve the requirement for Ursa Major Solar, the Platform Administrator should create two distinct sets of business hours: one for "Pacific Support" (9 AM -
5 PM PT) and one for "Eastern Support" (9 AM - 5 PM ET). This is essential because Business Hours are used by the system to calculate escalation rules and milestones correctly. For example, an escalation rule for an Eastern-based case 1should start counting at 9 AM ET, not 9 AM PT. Adjusting the current record to "accommodate" both (Option A) would result in a 12-hour window that doesn't accurately reflect either team's true availability. Users cannot manually set their own business hours (Option B) in a way that affects system automation. Creating one set per time zone ensures that the support team's performance metrics and automated routing are accurate and localized.
NEW QUESTION # 46
Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. Managers and directors need to review this process. Which two tools should a Platform Administrator configure?
Answer: B,D
Explanation:
To meet the requirement of a "review process" that ends with data being sent to an "external system," the administrator needs Approval Processes and Outbound Messages. The Approval Process (Option D) handles the internal workflow, ensuring that the manager and director sign off on the expense report. Once the final approval is granted, an "Approval Action" can be triggered.
The administrator should use an Outbound Message (Option A) as that action. Outbound Messages are designed to send specific record data (XML via API) to an external URL whenever a record change occurs. This provides a reliable, declarative way to integrate Salesforce with an HR system. Quick Actions (Option C) and Email Alerts (Option B) do not support the technical data transfer needed for external system integration.
NEW QUESTION # 47
A Platform Administrator assigned a custom profile based on the Minimum Access named Salesforce profile to a group of new users and assigned them several existing permission sets. However, when the users log in, they do not see the Lightning interface. Which action should the administrator take to give the users access to the Lightning interface?
Answer: A
Explanation:
The "Minimum Access - Salesforce" profile is a very restrictive standard profile designed to provide no access by default, adhering to the principle of least privilege. One of the specific permissions that is not included in this profile is the Lightning Experience User permission. Without this system permission, users will be defaulted to the Salesforce Classic interface (or potentially blocked from any UI if no other access is granted). To resolve this, the Platform Administrator should either edit the custom profile or, preferably, create a Permission Set that includes the "Lightning Experience User" checkbox and assign it to the affected users. This "unlocks" the modern Lightning interface for them. Options B and C relate to the design of specific pages, but they are irrelevant if the user isn't even allowed to enter the Lightning environment. Option A refers to a different feature set entirely and does not address basic UI access.
NEW QUESTION # 48
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