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Salesforce Plat-Admn-301 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Automation and Process Management15%- Flow and automation tools
  • 1. Approval processes and automation best practices
    • 2. Record-triggered flows
      Topic 2: Productivity and Collaboration10%- User productivity tools
      • 1. Chatter, mobile features, and collaboration tools
        Topic 3: Security and Access20%- User management and authentication
        • 1. Profiles vs permission sets vs delegated administration
          • 2. Authentication methods and login policies
            - Record and field-level access
            • 1. Sharing model and hierarchy-based access
              • 2. Object permissions, field permissions, and org-wide defaults
                Topic 4: Data and Analytics Management17%- Data quality and governance
                • 1. Data validation rules and deduplication strategies
                  - Reports and dashboards
                  • 1. Advanced reporting and dashboard configuration
                    Topic 5: Objects and Applications15%- Lightning App Builder
                    • 1. App creation and page layout design
                      - Data model design
                      • 1. Relationships and schema design
                        • 2. Standard and custom objects configuration
                          Topic 6: Environment Management and Deployment7%- Change sets and deployment tools
                          • 1. Sandbox management and release processes
                            Topic 7: Service and Sales Applications10%- Sales Cloud and Service Cloud configuration
                            • 1. Case management and sales processes

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                              Salesforce Certified Platform Administrator II Sample Questions (Q192-Q197):

                              NEW QUESTION # 192
                              An administrator needs to Import a large amount of historical data (more than 100,000 records) from another system.
                              how should the administrator import the data?

                              Answer: D

                              Explanation:
                              Data Loader is a tool that allows administrators to import or export large amounts of data (more than 50,000 records) from or to Salesforce using CSV files. Data Loader can be used for inserting, updating, deleting, upserting, exporting, or extracting data. Bulk API is an API that allows administrators to process large batches of records asynchronously in the background. Bulk API can handle millions of records with high performance and minimal system resources. By using Data Loader with Bulk API enabled, an administrator can import a large amount of historical data (more than 100,000 records) from another system efficiently and securely.
                              References: https://help.salesforce.com/s/articleView?id=sf.data_loader.htm&type=5 https://help.salesforce.
                              com/s/articleView?id=sf.loader_api.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.
                              bulk_api_intro.htm&type=5


                              NEW QUESTION # 193
                              DreamHouse Realty (DR) wants to ensure that its data is protected. There have been several recent attempts to phish employees.
                              What should DR do to help ensure that the user that is logged in is the right user when the running user is trying to view reports and dashboards?

                              Answer: C

                              Explanation:
                              To help ensure that users who are viewing reports and dashboards are who they say they are, DR should require a high assurance session when exporting or printing reports and dashboards. A high assurance session requires users to verify their identity using multi-factor authentication before accessing sensitive data or functionality in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.
                              security_high_assurance_session_level.htm&type=5


                              NEW QUESTION # 194
                              An administrator is asked to create a report to calculate the year-over-year changed in the dollar amount of a company's opportunities.
                              What reporting tool should be used to complete this request?

                              Answer: C

                              Explanation:
                              A custom summary formula is a formula that calculates values from summary fields in reports such as sums, averages, counts, etc. Custom summary formulas can use functions such as PREVGROUPVAL which returns the value of a field from the previous row at the same grouping level. By using a custom summary formula with the PREVGROUPVAL function, an administrator can create a report to calculate the year-over-year change in the dollar amount of a company's opportunities by subtracting the amount from the previous year from the amount from the current year and dividing by the amount from the previous year. References:
                              https://help.salesforce.com/s/articleView?id=sf.reports_builder_summary_formulas.htm&type=5 https://help.
                              salesforce.com/s/articleView?id=sf.reports_builder_functions.htm&type=5


                              NEW QUESTION # 195
                              How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?

                              Answer: A

                              Explanation:
                              To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline and make adjustments based on changing business conditions. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.
                              htm&type=5


                              NEW QUESTION # 196
                              The administrator at Cloud Kicks is evaluating the capabilities of Schema Builder to create custom objects and custom fields. The administrator likes the user interface of the Schema Builder, as opposed to the new object and field wizards, but also notices some limitations.
                              What needs to be configured from the object manager instead of Schema Builder?

                              Answer: D

                              Explanation:
                              While the Schema Builder is a powerful tool in Salesforce for visually creating and managing custom objects and fields, there are certain configurations that must be done in Object Manager rather than Schema Builder.
                              One of these configurations is enabling field history tracking.
                              * Field History Tracking:
                              * Field history tracking cannot be configured directly within Schema Builder. This setting must be enabled from within the Object Manager, where administrators can specify which fields on an object should have their changes tracked.
                              * Enabling field history tracking involves navigating to the object in Object Manager, accessing the field history tracking settings, and selecting specific fields to track.
                              * Limitations of Schema Builder:
                              * Schema Builder is useful for quickly creating custom objects, relationships, and fields, but it does not support all configurations, such as enabling field history tracking, defining object-level permissions, or setting advanced object configurations.
                              * For these types of configurations, administrators need to return to Object Manager where these settings are available.
                              Incorrect options:
                              * Add custom fields to the page layout: This task is typically done within Object Manager, but Schema Builder does allow customization of page layouts to a certain extent through drag-and-drop.
                              * Make available for Customer Portal: Schema Builder does not control portal availability; however, this is managed through Object Manager settings related to record visibility for portal users.
                              * Allow Reports and Activities: This setting can be configured in Schema Builder when initially creating an object, but further refinements and permission settings must often be done in Object Manager.
                              In conclusion, enabling field history tracking requires access to the Object Manager, as it cannot be configured through Schema Builder.
                              Reference: According to Salesforce documentation, certain object and field configurations, such as field history tracking, are only accessible through Object Manager and not through Schema Builder


                              NEW QUESTION # 197
                              ......

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