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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • Data and Analytics Management: This section of the exam measures skills of Salesforce Data Analyst and covers data quality assessment, data enrichment, and duplicate management. It explains how to choose appropriate reporting and analytics tools for advanced requirements, including custom report types, snapshots, formulas, joined reports, and dashboard configurations. It also covers methods for connecting external data sources using big objects, external objects, data warehouses, data lakes, and Salesforce Connect. Finally, it describes the suitable tools and methods for importing data, including Data Loader, Data Import Wizard, and external IDs.
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
  • 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 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 (Q19-Q24):

NEW QUESTION # 19
An administrator need a business process automated, but only for certain user and profiles. The administrator will need to frequently update which users and profiles will use the process. After evaluating the declarative options, it was determined that this functionality must be done via an Apex trigger.
What software requirement should the administrator request so that process execution can be declaratively controlled?

Answer: C

Explanation:
Use a custom permission set that is assigned to the user because custom permissions are a way to grant access to custom processes or functionality based on user profiles or permission sets. Custom permissions can be referenced by Apex code, validation rules, flows, or other logic to control whether a process should run for a user or not. Custom permissions can be used to declaratively control process execution by assigning them to users or profiles.


NEW QUESTION # 20
The administrator at Cloud Kicks has been requested to provide access to the Leads object to a contractor.
The contractor currently has a profile that has access to a project management app within Salesforce. The contractor should only have View access to all of the Lead records.
What should the administrator handle this request?

Answer: D

Explanation:
Permission sets are collections of settings and permissions that give users access to various tools and functions without changing their profile or requiring multiple profiles for users who perform different tasks across apps in your org. By assigning a permission set that has View All on Leads to the contractor, Cloud Kicks can grant them view access to all lead records without modifying their profile or creating a new one.
References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5


NEW QUESTION # 21
The operations team at Ursa Major Solar (UMS) currently tracks installations using a spreadsheet. The information captured includes customer name, address, purchase and installation dates, configuration specs, and additional installer instructions. UMS's CEO would like to utilize Salesforce to track this information instead.
Which action should the administrator take to meet this requirement?

Answer: B

Explanation:
Lightning Object Creator is a tool that allows you to create custom objects and fields from a spreadsheet in a few clicks. Lightning Object Creator analyzes the spreadsheet data and suggests the best way to map it to Salesforce fields and relationships. You can also import the data from the spreadsheet into the new custom object and view it in a list view or a related list. In this case, you can use Lightning Object Creator to create a custom Project object from the spreadsheet that tracks installations and also import the data into the new object. References: https://help.salesforce.com/s/articleView?id=sf.object_creator_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.object_creator_create_object.htm&type=5


NEW QUESTION # 22
Cloud Kicks needs to automate several updates to lead records and update unrelated records. Select changes should happen every time a record is created or updated, Put other changes should only happen when the record is updated.
Which two options should the administrator use to automate these updates?
Choose 2 answers

Answer: B,C

Explanation:
Process Builder and Flow Builder are tools that allow administrators to automate business processes in Salesforce without writing code. Process Builder and Flow Builder can perform actions such as creating records, updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc.
To automate several updates to lead records and update unrelated records at Cloud Kicks, an administrator can use two options:
* B) Create a Process Builder that runs when a record is changed
Process Builder is a tool that allows administrators to create processes that consist of criteria nodes and action groups. Criteria nodes define the conditions that trigger the process and action groups define the actions that the process performs. Processes can run when a record is created or when a record is created or edited.
By creating a Process Builder that runs when a record is changed, an administrator can automate updates to lead records based on certain criteria and perform actions such as updating fields, sending emails, posting to Chatter, invoking Apex classes, calling flows, etc. References: https://help.salesforce.com/s/articleView?id=sf.
process_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.process_considerations.
htm&type=5
* C) Create a flow that runs when a record is created or updated
Flow Builder is a tool that allows administrators to create flows that consist of elements such as screens, assignments, decisions, loops, etc. Elements define the logic and user interface of the flow. Flows can run in different ways such as when a user clicks a button, when a record is updated by Process Builder, when an event occurs in the system (such as record creation), etc.


NEW QUESTION # 23
AW Computing is conducting an audit and wants to understand how many objects have been shared as public externally.
which tool should the administrator use to quickly obtain this details?

Answer: D

Explanation:
The Security Health Check tool in Salesforce provides a detailed overview of an organization's security posture, which includes information on how objects are shared externally. This tool is particularly useful for administrators who need to review and assess various security configurations, including the visibility of objects to external users.
* Security Health Check:
* This tool helps administrators quickly identify and manage risks related to security settings, including those pertaining to data sharing externally.
* By using Health Check, administrators can access a report that shows the sharing settings of objects, allowing them to confirm if any objects have been shared as "Public" externally, which is crucial during an audit.
* It provides insights into high-risk settings and areas where the configuration does not align with Salesforce security best practices, such as public access levels.
* Use Case:
* For an audit focused on understanding external access to objects, Security Health Check is the most appropriate choice because it gives a quick snapshot of how data sharing settings compare against Salesforce's recommended security baseline.
* This can help AW Computing immediately identify which objects have broader public access than desired, addressing potential security vulnerabilities.
Incorrect options:
* Setup Audit Trail: This tool tracks configuration changes within Salesforce over time, but it does not provide specific details about data sharing settings or external visibility of objects.
* Session Security Settings: These settings control session policies and timeouts but are not related to object sharing or external visibility.
* Object Manager: While Object Manager allows administrators to configure object-specific settings, it does not provide an overall view or quick audit of external sharing configurations.
Reference: Salesforce documentation highlights that the Security Health Check tool is designed for comprehensive security assessments, including the review of public data exposure and external sharing settings.


NEW QUESTION # 24
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