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Salesforce Plat-Admn-301 Exam Syllabus Topics:

Topic	Details
Topic 1	Objects and Applications: This section of the exam measures the skills of a Salesforce Business Analyst and covers selecting appropriate object and application-level solutions to meet business needs. It focuses on identifying when to use master-detail relationships, lookups, junction objects, related lists, record types, Schema Builder, and Object Creator. The section also includes improving UI and user experience using App Manager, Lightning App Builder, Dynamic Forms, standard Lightning components, console apps, and tools like the Lightning page analyze button.
Topic 2	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 3	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 4	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 5	Cloud Applications: This section of the exam measures skills of Salesforce Consultant and covers the standard Salesforce capabilities that support sales and service operations. It includes features such as products, price books, schedules, orders, quotes, and the tools that help with forecasting and territory management. The section also describes how to create Salesforce Knowledge articles, manage entitlements, support service workflows, and enable interactions through chat, case feed, Omni-Channel, console apps, and Experience Cloud sites. It also introduces the broader Salesforce suite that extends core platform functionality.
Topic 6	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.

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Salesforce Certified Platform Administrator II Sample Questions (Q107-Q112):

NEW QUESTION # 107
Users at AW Computing use a custom object to manage order*. All profiles share a single page layout.
Customer Service and Sales users express frustration overseeing actions that-do not always apply to their situation on the page layout.
What should an administrator recommend?

A. Create separate record types for the Customer Service and Sales users' records.
B. Make two separate Lightning record pages and assign them to the applicable profiles.
C. Use Dynamic Actions and conditional visibility to show the appropriate actions to the applicable users.
D. Configure two separate permission sets and assign the appropriate permissions to each user.

Answer: C

Explanation:
Dynamic actions are actions that appear on Lightning record pages based on criteria such as field values or user profiles. Dynamic actions allow administrators to customize which actions are available for users on different record types or page layouts without creating multiple page layouts for each scenario. By using dynamic actions and conditional visibility for accounts at AW Computing, administrators can show only relevant actions for customer service and sales users based on their situation. References: https://help.
salesforce.com/s/articleView?id=sf.dynamic_actions_overview.htm&type=5

NEW QUESTION # 108
AW Computing created new multi-tier service plans. The primary difference between the packages Is the length of the term. The company wants to capture start and end dates for each service plan sold, which can direr from the contract dates of the subscription.
How should an administrator ensure the data is captured properly?

A. Make a validation rule on the Opportunity Product object to require custom date fields based on the product family.
B. Configure formula fields to reflect the close date of the opportunity.
C. Create a new price book for service plans with term lengths.
D. Build a validation rule on the Opportunity object to require custom date fields based on the product(s) selected.

Answer: A

Explanation:
A validation rule on the Opportunity Product object to require custom date fields based on the product family will ensure that the data is captured properly. A validation rule can check if the product family matches the service plan and if so, require the start and end date fields to be filled out. This way, AW Computing can capture the term length for each service plan sold. References: https://help.salesforce.com/s/articleView?id=sf.
fields_about_validation_rules.htm&type=5

NEW QUESTION # 109
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?

A. Lightning Dashboard Builder
B. Tableau CRM
C. List views
D. Report Bulkier

Answer: B

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 # 110
The accounting team at Universal Containers is looking to roll out two new custom objects: a parent Invoice object and a child Payment object. Whenever a Payment record is created, the Invoice object should be updated to reflect the current outstanding value of the Invoice.
What should the administrator do to build this functionality?

A. Create a lookup-relationship on the Payment with a Roll-up Summary field on the Invoice.
B. Create a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice.
C. Create a master-detail relationship on the Payment and a workflow cross object field update.
D. Create a lookup-relationship on the Payment and a workflow cross object field update.

Answer: B

Explanation:
Creating a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice will build this functionality. A master-detail relationship creates a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent. A Roll-up Summary field calculates values from related child records, such as count, sum, min, or max. In this case, the Roll-up Summary field on the Invoice can calculate the sum of all Payments related to it and subtract it from the Invoice amount to get the current outstanding value. References: https://help.salesforce.com/s/articleView?id=sf.
relationships_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5

NEW QUESTION # 111
Ursa Major Solar (UMS) wants to identify customers that need to install a new solar panel monitor system it recently released. UMS tracks the installed products as Asset records that art related to the Account. Sales management has asked the administrator to create a report for users.
What is the recommended method for the administrator to meet the requirement?

A. Use PREVGROUPVAL() in Report Builder.
B. Use Role Hierarchy filter to restrict related records.
C. Use a Cross Filter with WITHOUT logic.
D. Use a Summary report with Bucket Columns.

Answer: C

Explanation:
A cross filter with WITHOUT logic is a method for creating a report that shows accounts that are missing certain related records. A cross filter is a filter that lets you include or exclude records in your report based on related objects and their fields. You can use cross filters to create reports on accounts with or without opportunities, contacts, cases, or other related objects. In this case, you can use a cross filter with WITHOUT logic to show accounts without assets that have a certain product name or code. This way, you can identify customers that need to install a new solar panel monitor system. References: https://help.salesforce.com/s
/articleView?id=sf.reports_cross_filters.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.
reports_examples_cross_filters.htm&type=5

NEW QUESTION # 112
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