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Salesforce Plat-Admn-301 Exam Syllabus Topics:

SectionWeightObjectives
Objects and Applications19%- Application Configuration
  • 1. Lightning apps
  • 2. Custom objects
  • 3. Record types
  • 4. Page layouts
- Relationship Management
  • 1. Master-detail relationships
  • 2. Schema optimization
  • 3. Lookup relationships
Environment Management and Deployment7%- Deployment Tools
  • 1. Change Sets
  • 2. Sandboxes
  • 3. Managed and unmanaged packages
- Deployment Best Practices
  • 1. Metadata migration
  • 2. Release management
Data and Analytics Management13%- Data Quality
  • 1. Validation rules
  • 2. Duplicate management
  • 3. Data governance
- Reporting
  • 1. Report filtering
  • 2. Custom report types
  • 3. Dashboards
Auditing and Monitoring10%- Monitoring Tools
  • 1. Performance analysis
  • 2. System monitoring
- Audit Features
  • 1. Login history
  • 2. Setup audit trail
  • 3. Field history tracking
Process Automation20%- Automation Tools
  • 1. Approval Processes
  • 2. Process Builder
  • 3. Workflow Rules
  • 4. Flow
- Business Solution Design
  • 1. Combining automation tools
  • 2. Selecting the best automation solution
- Automation Troubleshooting
  • 1. Declarative automation troubleshooting
  • 2. Automation limitations and capabilities
  • 3. Order of execution
Cloud Applications11%- Sales and Service Features
  • 1. Sales Cloud capabilities
  • 2. Service Cloud capabilities
  • 3. Collaboration tools
Security and Access20%- Data Import
  • 1. External IDs
  • 2. Data Import Wizard
  • 3. Data Loader
- User Administration
  • 1. Authentication methods
  • 2. Profiles and permission sets
  • 3. Delegated administration
- External Data Management
  • 1. Backup and archive strategies
  • 2. Salesforce Connect
  • 3. External objects
  • 4. Data warehouse and data lakes
- Data Access and Sharing
  • 1. Role hierarchy and sharing model
  • 2. Field-level security
  • 3. Territory Management
  • 4. Record access implications

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Salesforce Certified Platform Administrator II Sample Questions (Q127-Q132):

NEW QUESTION # 127
DreamHouse Realty wants better insights into potential revenue in the next quarter and is considering using Collaborative Forecasts.
What should the administrator consider when setting up Collaborative Forecasts?

Answer: D

Explanation:
A forecast is a projection of how much revenue or quantity you can generate from your sales pipeline for a given period of time. A forecast can be either revenue-based or quantity-based, depending on what you want to measure and track. A revenue-based forecast shows the amount of money expected from closed sales, while a quantity-based forecast shows the number of units expected from closed sales. You can choose the forecast type that best suits your business needs and goals when you set up Collaborative Forecasts in Salesforce.
References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm&type=5 https://help.
salesforce.com/s/articleView?id=sf.forecasts3_forecast_types.htm&type=5


NEW QUESTION # 128
Users at Ursa Major Solar want to create complex dashboards with supporting charts based on data to come from a variety of sources, some of which live on the Internal company shared drives.
Which product should the administrator recommend to meet the users' needs?

Answer: C

Explanation:
Tableau CRM is a product that allows you to create complex dashboards with supporting charts based on data from a variety of sources, including Salesforce data and external data sources. Tableau CRM uses an analytics platform that stores data in datasets and lets you explore and visualize data using lenses and dashboards. You can also use artificial intelligence and machine learning features to discover insights and make predictions from your data. Tableau CRM is integrated with Salesforce and can be accessed from various apps and objects. References: https://help.salesforce.com/s/articleView?id=sf.bi_overview.htm&type=5 https://help.
salesforce.com/s/articleView?id=sf.bi_data_overview.htm&type=5


NEW QUESTION # 129
Ursa Major Solar (UMS) wants to improve Its customers' ability to search for knowledge articles. UMS has already created categories for articles.
Which two additional chances should be made to improve search capabilities?
Choose 2 answers

Answer: A,C

Explanation:
Knowledge is a feature that allows administrators to create, manage, and share articles that provide information and solutions for common issues or questions. Knowledge articles can be searched by users using keywords or phrases.
To improve its customers' ability to search for knowledge articles, UMS can use two options:
* B) Create synonyms for specific search terms.
Synonyms are words or phrases that have the same or similar meanings, such as "TV" and "television" or
"fix" and "repair". By creating synonyms for specific search terms, administrators can ensure that customers can find relevant articles even if they use different words or spellings than the ones used in the articles.
References: https://help.salesforce.com/s/articleView?id=sf.knowledge_search_synonyms.htm&type=5
* D) Promote specific search terms for specific articles.
Promoted search terms are keywords or phrases that administrators can associate with specific articles to boost their relevance and ranking in search results. By promoting specific search terms for specific articles, administrators can ensure that customers can find the most helpful or popular articles for their queries.
References: https://help.salesforce.com/s/articleView?id=sf.knowledge_search_promotion.htm&type=5


NEW QUESTION # 130
The administrator at AW Computing has been asked to review whether any users are making configuration changes directly in production.
Which item should the administrator review to find these details?

Answer: C

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


NEW QUESTION # 131
AW Computing has a new requirement from its security team where audit information relating to an account must be recorded in a new custom object called Audit. Audit records need to be preserved for 10 years and only accessible by the audit team.
What relationship should be used to relate the Audit object to the Account object?

Answer: B

Explanation:
In this scenario, a Lookup relationship is the most appropriate choice for relating the Audit custom object to the Account object. This relationship allows for flexibility, especially when it comes to data retention and access control requirements, as outlined by AW Computing's security team.
* Lookup Relationship:
* A Lookup relationship links two objects, allowing records from the custom Audit object to be associated with the Account object. Unlike a Master-Detail relationship, it offers greater flexibility in terms of record ownership, sharing, and visibility controls, which is particularly useful for sensitive data.
* The Lookup relationship will enable administrators to set specific permissions, ensuring that only the audit team has access to the records, as required.
* Additionally, records in the Lookup relationship are independent. Therefore, if the Account record is deleted, the Audit record can persist, aligning with the need to retain Audit records for
10 years.
* Preservation and Access Control:
* Given the 10-year retention requirement, the independence of records under a Lookup relationship is ideal. It ensures that Audit records are not automatically deleted when an associated Account record is removed.
* Access to Audit records can be restricted to the audit team by setting up custom sharing rules or permissions, which is achievable through the Lookup relationship's flexible sharing model.
Incorrect options:
* Master-Detail: In a Master-Detail relationship, the detail (child) records are dependent on the master (parent) record. Deleting an Account would automatically delete any associated Audit records, which would conflict with the retention requirement.
* Many-To-Many: This type of relationship involves a junction object to associate multiple records from both sides. It is not necessary in this case, as the requirement is a one-to-many relationship from Account to Audit records.
* Self: A self-relationship would allow records within the Audit object to be related to each other. This does not apply to linking the Audit object to the Account object.
In conclusion, the Lookup relationship provides the necessary flexibility for data preservation and access control, making it the optimal choice for this requirement.
Reference: Salesforce documentation recommends using Lookup relationships when objects need to remain independent or when additional flexibility for sharing and retention is required.


NEW QUESTION # 132
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