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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Desktop and Mobile Administration | 5% | - Understand Salesforce1 mobile considerations - Configure Salesforce Mobile app - Set up Salesforce Classic vs Lightning Experience |
| Topic 2: Object Manager and Lightning Platform Basics | 20% | - Understand field types and properties - Set up lookup and master-detail relationships - Configure field-level security - Create custom and formula fields - Configure validation rules - Create custom objects and fields |
| Topic 3: Security and Access | 15% | - Configure org-wide default settings - Set up sharing rules - Create and modify role hierarchies - Configure field-level security - Describe the Salesforce security model - Understand Salesforce Shield features |
| Topic 4: Workflow and Process Automation | 15% | - Distinguish between workflow, Process Builder, and Flow - Create workflow rules and actions - Create Process Builder processes - Build approval processes - Understand Flow builder basics |
| Topic 5: Service Cloud Applications | 10% | - Configure cases and entitlements - Create macros and quick text - Configure Omni-Channel and Service Cloud features - Set up Salesforce Knowledge |
| Topic 6: Configuration and Setup | 20% | - Configure org-wide defaults and role hierarchy - Identify the capabilities of the Salesforce UI - Explain the different record types - Describe the ability to track task activities - Explain the Salesforce data model - Understand the sharing model - Describe the steps to set up a Salesforce organization |
| Topic 7: Standard and Custom Objects | 10% | - Understand external ID fields - Configure lookup and master-detail relationships - Create custom objects and fields - Understand standard object relationships |
| Topic 8: Analytics - Reports and Dashboards | 10% | - Create and modify reports and report types - Understand bucket fields and summary fields - Create dashboards - Build custom report types - Schedule reports and subscribe to reports |
| Topic 9: Mangaging User Accounts | 10% | - Create and manage user accounts - Assign users to roles and public groups - Configure user profiles and permission sets - Understand the difference between profiles and permission sets - Reset user passwords |
| Topic 10: Sales Cloud Applications | 15% | - Set up opportunity management - Understand sales automation features - Configure lead management - Create and manage reports and dashboards - Configure products and price books |
| Topic 11: Data Management | 10% | - Understand data storage management - Manage duplicate rules and matching rules - Configure data validation tools - Use Data Loader - Import and export data |
| Topic 12: AppExchange | 5% | - Evaluate and install apps from AppExchange - Understand managed packages - Navigate the AppExchange marketplace |
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NEW QUESTION # 38
A user is unable to relate a task to the Course custom object. What should a Platform Administrator do to allow tasks to be related to courses?
Answer: D
Explanation:
For a custom object to support Tasks and Events, the "Allow Activities" setting must be enabled in the object's properties. When a Platform Administrator creates a custom object, this checkbox is often left unchecked by default35. Enabling this feature allows the "Related To" (WhatId) field on a Task or Event to be linked to records of that custom object type36. While adding the related list to the page layout (Option C) is a necessary step for visibility, it will not work if the underlying feature isn't enabled first37. Sharing rules (Option A) and profile permissions (Option D) manage access to existing records but do not control whether the object is technically capable of having activities associated with it.
NEW QUESTION # 39
Cloud Kicks uses the standard Account Type field to indicate different account tiers. Users find this confusing, so management has asked that the field be changed to read "Tier" on the page layouts. How should a Platform Administrator implement this change?
Answer: A
Explanation:
To change the display name of a standard field (like "Account Type") globally across the entire organization, the correct tool is Rename Tabs and Labels in the Setup menu. This tool allows an administrator to modify the singular and plural labels for standard objects and the field labels for their standard fields. By renaming "Type" to "Tier," the change will be reflected on page layouts, in report column headers, and in list views. This is the preferred method because it preserves the underlying data and logic associated with the standard field. Option A is incorrect because standard field names cannot be edited in the "Fields and Relationships" menu. Option C is a destructive and complex process that would require data migration and could break existing reports or integrations. Option D does not address the label of the field itself.
NEW QUESTION # 40
The client services and customer support teams share the same profile but have different permission sets. The custom object Retention related list needs to be restricted to the client services team on the Lightning record page layout. What should a Platform Administrator use to fulfill this request?
Answer: B
Explanation:
When users share the same profile but require different user interface experiences, Component Visibility is the most effective tool. In the Lightning App Builder, the administrator can select the
"Related List" component (or a "Related List - Single" component for Retention) and add a visibility filter. The filter can be set to "User > Permission > Custom Permission" or "User > Profile," but since they share a profile, the best approach is to filter based on a Permission Set or a specific user field. This allows the Retention list to be visible only to the Client Services team members while remaining hidden for the Customer Support team, even though they are looking at the same record. Page Layout Assignment (Option A) and Record Type Assignment (Option C) are profile-based and would not work since the teams share a profile. Sharing Settings (Option D) control access to the data itself, but the request specifically asks to hide the UI element (the related list).
NEW QUESTION # 41
Northern Trail Outfitters uses a custom Invoice object to collect customer payment information from an external billing system. The Billing System field needs to be filled in on every Invoice record. How should a Platform Administrator ensure this requirement?
Answer: D
Explanation:
To ensure that a field is populated on every single record, regardless of how it is created (manually, via API, or through an integration), the best method is to make the field universally required at the field definition level. When a field is marked as "Required" in the Object Manager, the Salesforce database will reject any attempt to save a record if that field is empty. While requiring a field on a Page Layout or Record Type (Option B) provides a good user experience for manual entry, it does not prevent records from being created without that data via the API or background processes. Using a flow (Option A) to update the field is reactive rather than preventative. Universal requirement is the most robust way to maintain data integrity for critical fields like "Billing System" that are essential for reporting and external system alignment.
NEW QUESTION # 42
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: B
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 style39. 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 support40. 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 Manager41. 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 # 43
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