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| Section | Weight | Objectives |
|---|---|---|
| Data Management | 10% | - Configure data validation tools - Use Data Loader - Understand data storage management - Import and export data - Manage duplicate rules and matching rules |
| Workflow and Process Automation | 15% | - Create workflow rules and actions - Build approval processes - Create Process Builder processes - Distinguish between workflow, Process Builder, and Flow - Understand Flow builder basics |
| Analytics - Reports and Dashboards | 10% | - Create dashboards - Build custom report types - Create and modify reports and report types - Understand bucket fields and summary fields - Schedule reports and subscribe to reports |
| Standard and Custom Objects | 10% | - Configure lookup and master-detail relationships - Understand external ID fields - Understand standard object relationships - Create custom objects and fields |
| Object Manager and Lightning Platform Basics | 20% | - Create custom and formula fields - Set up lookup and master-detail relationships - Configure field-level security - Configure validation rules - Understand field types and properties - Create custom objects and fields |
| Desktop and Mobile Administration | 5% | - Set up Salesforce Classic vs Lightning Experience - Understand Salesforce1 mobile considerations - Configure Salesforce Mobile app |
| Service Cloud Applications | 10% | - Configure Omni-Channel and Service Cloud features - Create macros and quick text - Set up Salesforce Knowledge - Configure cases and entitlements |
| Mangaging User Accounts | 10% | - Create and manage user accounts - Reset user passwords - Assign users to roles and public groups - Understand the difference between profiles and permission sets - Configure user profiles and permission sets |
| Configuration and Setup | 20% | - Explain the Salesforce data model - Describe the ability to track task activities - Describe the steps to set up a Salesforce organization - Identify the capabilities of the Salesforce UI - Explain the different record types - Understand the sharing model - Configure org-wide defaults and role hierarchy |
| AppExchange | 5% | - Navigate the AppExchange marketplace - Evaluate and install apps from AppExchange - Understand managed packages |
| Security and Access | 15% | - Configure field-level security - Describe the Salesforce security model - Understand Salesforce Shield features - Set up sharing rules - Create and modify role hierarchies - Configure org-wide default settings |
| 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 |
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NEW QUESTION # 37
The Universal Containers sales team wants a visual way to manage their opportunity pipeline that allows them to see all deals at once, track progress through sales stages, and quickly move opportunities forward. Which feature should a Platform Administrator recommend to meet these requirements?
Answer: A
Explanation:
The Kanban view provides a visual representation of a set of records, such as an opportunity pipeline, organized by a specific field like "Stage". It allows sales teams to see all their deals as cards in columns. The primary benefit of Kanban is its "drag-and-drop" functionality, which lets users move a card from one column to another to automatically update the stage, effectively "moving opportunities forward" with minimal effort. While reports (Option A) and dashboards (Option B) provide visual summaries, they do not allow for the interactive, one-click record updates that the Kanban view offers11. Standard list views (Option D) show data in a grid format which is less visual for tracking pipeline progress compared to the column-based Kanban layout.
NEW QUESTION # 38
Cloud Kicks' management team is hoping to increase user productivity by switching to consoles instead of the current traditional Salesforce user interface. What should a Platform Administrator use to implement this request?
Answer: D
Explanation:
To transition users from a standard "tab-based" application to a Lightning Console app, the Platform Administrator must use the App Manager in Setup. The App Manager is where all Lightning apps are created, edited, and assigned to user profiles. Within the App Manager, the admin can create a new app and select "Console Navigation" as the navigation style. Console apps allow users to work on multiple records simultaneously in a workspace tab-based layout, which is highly effective for productivity in fast-paced environments like sales or support. The Lightning App Builder (Option A) is used to design the pages within the app, but the app's overall structure and navigation style are defined in the App Manager. Screen Flow (Option B) and Omni- Channel (Option D) are specialized tools that can be used within a console but do not create the console app itself.
NEW QUESTION # 39
Ursa Major Solar's Platform Administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be restored to the page layout. What are two methods for achieving this goal?
Answer: A,D
Explanation:
When a field is removed from a page layout, the field itself is not deleted from the database; it is simply no longer displayed to the user. To restore it, the most direct method is to use the Page Layout Editor, find the field in the Fields Palette at the top of the editor, and drag it back onto the layout (Option D). This is the standard "undo" action for layout changes. Alternatively, if the layout has undergone many complex changes and the admin wants to revert to a known good state, they could restore it from a Sandbox (Option B) by redeploying the layout metadata. Option C is incorrect because the Recycle Bin is for deleted records or fields, not for layout configurations. Option A is a workaround that involves creating a new layout based on another, but it is not a direct way to "restore" the specific layout being edited.
NEW QUESTION # 40
Ursa Major Solar (UMS) wants a place within Salesforce to discuss sensitive records. UMS would like to be able to add new members but does not want non-members to be able to see any information about the forum. What should a Platform Administrator configure to achieve this?
Answer: B
Explanation:
To facilitate the discussion of "sensitive records" where even the existence of the group must be hidden from non-members, a Chatter Unlisted Group is the appropriate solution. Unlike a Private Group (Option B), which can be seen in searches and lists even if the content is hidden, an Unlisted Group does not appear in search results and requires an explicit invitation to join. This ensures that only members know the forum exists, meeting the highest privacy requirement. Public Groups (Option C) are visible to everyone and are not suitable for sensitive discussions42. "Private Chatter Channel" (Option D) is not a standard term for this type of collaboration group. Unlisted groups must be enabled in Chatter Settings before they can be created by administrators.
NEW QUESTION # 41
Cloud Kicks has the organization wide defaults for Opportunity set to Private. Which two features should a Platform Administrator use to open up access to opportunity records for sales users working on collaborative deals?
Answer: B,D
Explanation:
When an object's Organization-Wide Default (OWD) is set to Private, the "Record Sharing" engine must be used to grant additional access.
Sharing Rules: These allow the administrator to grant lateral access to records based on criteria or ownership (e.g., share all "Large Deals" with the "Strategic Sales" group).
Role Hierarchy: This standard feature automatically grants vertical access, ensuring that managers and users higher in the hierarchy can see and edit records owned by their subordinates.
Profiles (Option D) control what actions a user can perform (Create, Read, Edit) but do not grant access to specific records that the user does not own in a Private model. A Sharing Set (Option B) is a specific feature used for Experience Cloud (Community) users to grant them access to records related to their account and is not used for standard internal sales users.
NEW QUESTION # 42
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