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| Section | Weight | Objectives |
|---|---|---|
| Workflow and Process Automation | 15% | - Build approval processes - Create workflow rules and actions - Create Process Builder processes - Understand Flow builder basics - Distinguish between workflow, Process Builder, and Flow |
| Standard and Custom Objects | 10% | - Configure lookup and master-detail relationships - Understand standard object relationships - Create custom objects and fields - Understand external ID fields |
| Mangaging User Accounts | 10% | - Assign users to roles and public groups - Reset user passwords - Understand the difference between profiles and permission sets - Create and manage user accounts - Configure user profiles and permission sets |
| Object Manager and Lightning Platform Basics | 20% | - Understand field types and properties - Create custom and formula fields - Configure field-level security - Create custom objects and fields - Configure validation rules - Set up lookup and master-detail relationships |
| AppExchange | 5% | - Understand managed packages - Navigate the AppExchange marketplace - Evaluate and install apps from AppExchange |
| Sales Cloud Applications | 15% | - Create and manage reports and dashboards - Configure lead management - Configure products and price books - Understand sales automation features - Set up opportunity management |
| Data Management | 10% | - Import and export data - Manage duplicate rules and matching rules - Configure data validation tools - Use Data Loader - Understand data storage management |
| Service Cloud Applications | 10% | - Set up Salesforce Knowledge - Configure Omni-Channel and Service Cloud features - Configure cases and entitlements - Create macros and quick text |
| Analytics - Reports and Dashboards | 10% | - Create dashboards - Create and modify reports and report types - Build custom report types - Understand bucket fields and summary fields - Schedule reports and subscribe to reports |
| Configuration and Setup | 20% | - Describe the steps to set up a Salesforce organization - Explain the different record types - Identify the capabilities of the Salesforce UI - Describe the ability to track task activities - Understand the sharing model - Explain the Salesforce data model - Configure org-wide defaults and role hierarchy |
| Security and Access | 15% | - Configure field-level security - Understand Salesforce Shield features - Describe the Salesforce security model - Set up sharing rules - Create and modify role hierarchies - Configure org-wide default settings |
| Desktop and Mobile Administration | 5% | - Set up Salesforce Classic vs Lightning Experience - Understand Salesforce1 mobile considerations - Configure Salesforce Mobile app |
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NEW QUESTION # 83
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 # 84
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: C
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 # 85
Cloud Kicks has a custom object called Shipments. The company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain. Which type of relationship should a Platform Administrator make between Shipments and Accounts?
Answer: D
Explanation:
When relating two objects where the child records must persist even if the parent record is deleted, a Lookup Relationship is the correct choice18. In this scenario, the Shipment object should have a lookup field pointing to the Account. Unlike a Master-Detail relationship (Option B), which automatically deletes child records (cascade delete) when the master is deleted, a Lookup relationship allows the child record to remain in the system, either by clearing the lookup field or simply leaving it as is. Option A and D are architecturally incorrect because the relationship field is always created on the "child" or "many" side of the relationship (Shipments) to point to the "parent" (Account). Using a Lookup relationship ensures data retention for historical shipment tracking while still allowing the shipment items to be visible via a related list on the Account page.
NEW QUESTION # 86
Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue. What should a Platform Administrator use to achieve this?
Answer: D
Explanation:
Case Assignment Rules are the standard Salesforce tool for automatically routing cases to specific users or queues based on record criteria. A single assignment rule can contain multiple "Rule Entries" processed in a specific order. To meet this requirement, the Platform Administrator would create a rule with two entries: one that checks if the Account's "Level" field equals "Platinum" and routes it to the Priority Support Queue, and another that checks if the level is "Silver" or "Gold" and routes it to the Regular Support Queue. This automation happens the moment the case is created, ensuring that high-value customers receive immediate attention from the appropriate team. Escalation Rules (Option A) are used to move a case after it has been sitting for a period of time, not for initial routing. Workflow Rules (Option D) are a legacy tool that cannot natively assign cases to queues in the same direct manner as Assignment Rules.
NEW QUESTION # 87
A manager wants the sales team to update their opportunities on a regular basis. Which feature should a Platform Administrator implement to help with this?
Answer: C
Explanation:
Opportunity Update Reminders is a specific, automated feature in Salesforce designed exactly for this purpose. When enabled, it allows managers to automatically send an email to their direct reports with a list of their open opportunities. The email serves as a prompt for the reps to review their deals and ensure close dates, amounts, and stages are current. This is more effective than a general Scheduled Report (Option D) because it is a purpose-built notification system that can be configured by the manager. Big Deal Alerts (Option C) are for high-value deal notifications, not general pipeline hygiene. Similar Opportunities (Option A) helps with sales strategy but does not encourage record updates.
NEW QUESTION # 88
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