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Salesforce Plat-Admn-301 Exam Syllabus Topics:

Topic	Details
Topic 1	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 2	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 3	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.

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Salesforce Certified Platform Administrator II Sample Questions (Q177-Q182):

NEW QUESTION # 177
A user is getting an error when attempting to merge two accounts. The administrator checks the profile to see the user has Read/Write permission on Accounts and is the owner of both records.
What is preventing the user from completing the merge?

A. The user is assigned to the wrong territory.
B. The Delete permission is missing on the user for Accounts.
C. The Account matching rules are not set.
D. Only administrators have permission to merge records.

Answer: B

Explanation:
The Delete permission is missing on the user for Accounts is what is preventing the user from completing the merge. Merging accounts is a way to combine up to three duplicate accounts into one master record and update the related records accordingly. Merging accounts requires the Delete permission on accounts because merging accounts involves deleting the duplicate records and keeping only the master record.

NEW QUESTION # 178
A sales rep at Ursa Major Solar reafized that the wrong price book was selected for an opportunity.
How can the sales rep change the price book on the opportunity?

A. Once selected, the price book can be updated via the forecasts tab.
B. The change can be made through the mobile app.
C. They change can be made through the desktop site.
D. Once selected, the price book is locked on the opportunity.

Answer: C

Explanation:
The change can be made through the desktop site by using the Edit All button on the related list of products on the opportunity page. This button allows you to edit multiple products at once and change their price book entries. You cannot use this button on the mobile app, as it is not supported. You also cannot change the price book on the opportunity once it has products added to it, unless you remove all the products first. References:
https://help.salesforce.com/s/articleView?id=sf.opportunity_products_edit.htm&type=5 https://help.salesforce.
com/s/articleView?id=sf.opportunity_products_change_pricebook.htm&type=5

NEW QUESTION # 179
When should an administrator consider when using Person Accounts'

A. In a B2B business model and is selling to the primary contact at a business organization.
B. In a complex business model and the users find it easiest to record Opportunity information on Contacts rather than Accounts.
C. In a B2C business model and the consumer is the intended recipient of sates and marketing attention.
D. In a business model that needs a separate Contact and Account to be included on all Case records submitted.

Answer: C

Explanation:
An administrator should consider using Person Accounts when they have a B2C business model and the consumer is the intended recipient of sales and marketing attention. Person Accounts allow administrators to store information about individual consumers without requiring a separate account record for each contact.
References: https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm&type=5

NEW QUESTION # 180
The finance director at Cloud Kicks asks the administrator for an exception report that shows all B2C accounts that are missing the credit card number. The credit card number is a classic encrypted field.
What action should the administrator take to meet this requirement?

A. Add 'View Encrypted Fields' to a permission set assigned to Finance and system administrators and a summary report filtered by credit card number.
B. Create a summary report that includes a cross-filter to the Account object with a sub-filter for credit card number equal to null.
C. Unmask the encrypted credit card number field to make it available and add a custom filter to a report where credit card number is blank.
D. Build a custom checkbox called Has Credit Card' that Finance checks when a credit card is recorded and a tabular report filtered on the checkbox equal to false.

Answer: B

Explanation:
A summary report with a cross-filter is a type of report that allows you to summarize data by grouping rows and columns and applying filters based on related objects and fields. A cross-filter is a filter that lets you include or exclude records in your report based on related objects and their fields. In this case, you can create a summary report that includes a cross-filter to the Account object with a sub-filter for credit card number equal to null. This will show you all B2C accounts that are missing the credit card number, regardless of whether it is encrypted or not. References: https://help.salesforce.com/s/articleView?id=sf.
reports_summary_charts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.
htm&type=5

NEW QUESTION # 181
Universal Containers' support team wants to use Salesforce Knowledge to allow customers and the support team to have access to the product documentation. There are many different types of documentation with usage across the globe.
What feature should the administrator configure?

A. Enable the Case Feed.
B. Define data categories and visibility.
C. Create article types.
D. Setup record types and page layouts.

Answer: B

Explanation:
Data categories and visibility are features that allow you to organize and control access to your Salesforce Knowledge articles based on different topics or criteria. Data categories are logical groupings of articles that reflect your business needs and processes. You can create a data category group and assign it to one or more article types, and then create data categories and subcategories within that group. Data category visibility is a setting that determines which data categories users can access based on their profiles or permission sets. You can use data categories and visibility to provide relevant and appropriate product documentation to your customers and support team. References: https://help.salesforce.com/s/articleView?id=sf.
knowledge_categories.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.
knowledge_category_visibility.htm&type=5

NEW QUESTION # 182
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