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Salesforce Plat-Admn-201 Exam Syllabus Topics:

SectionWeightObjectives
Data Management10%- Configure data validation tools
- Manage duplicate rules and matching rules
- Import and export data
- Understand data storage management
- Use Data Loader
Object Manager and Lightning Platform Basics20%- Understand field types and properties
- Set up lookup and master-detail relationships
- Create custom and formula fields
- Create custom objects and fields
- Configure field-level security
- Configure validation rules
AppExchange5%- Understand managed packages
- Navigate the AppExchange marketplace
- Evaluate and install apps from AppExchange
Security and Access15%- Describe the Salesforce security model
- Understand Salesforce Shield features
- Create and modify role hierarchies
- Configure field-level security
- Set up sharing rules
- Configure org-wide default settings
Workflow and Process Automation15%- Distinguish between workflow, Process Builder, and Flow
- Create Process Builder processes
- Create workflow rules and actions
- Build approval processes
- Understand Flow builder basics
Mangaging User Accounts10%- Understand the difference between profiles and permission sets
- Assign users to roles and public groups
- Reset user passwords
- Configure user profiles and permission sets
- Create and manage user accounts
Sales Cloud Applications15%- Set up opportunity management
- Configure lead management
- Understand sales automation features
- Configure products and price books
- Create and manage reports and dashboards
Standard and Custom Objects10%- Understand external ID fields
- Understand standard object relationships
- Configure lookup and master-detail relationships
- Create custom objects and fields
Analytics - Reports and Dashboards10%- Understand bucket fields and summary fields
- Schedule reports and subscribe to reports
- Create dashboards
- Create and modify reports and report types
- Build custom report types
Configuration and Setup20%- Explain the different record types
- Identify the capabilities of the Salesforce UI
- Describe the steps to set up a Salesforce organization
- Understand the sharing model
- Configure org-wide defaults and role hierarchy
- Explain the Salesforce data model
- Describe the ability to track task activities
Desktop and Mobile Administration5%- Understand Salesforce1 mobile considerations
- Configure Salesforce Mobile app
- Set up Salesforce Classic vs Lightning Experience
Service Cloud Applications10%- Create macros and quick text
- Configure Omni-Channel and Service Cloud features
- Set up Salesforce Knowledge
- Configure cases and entitlements

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Salesforce Certified Platform Administrator Sample Questions (Q30-Q35):

NEW QUESTION # 30
Users have reported that the new Lightning account record page is loading very slowly. Which feature should a Platform Administrator use to determine the cause of the performance issues?

Answer: A

Explanation:
The Lightning App Builder includes a built-in Analysis tool (often referred to as Page Analysis or Analytics) that provides administrators with a performance score for a record page. This tool evaluates the page's metadata and components to identify factors that contribute to slow load times, such as having too many fields in a single section, using complex related lists, or including multiple heavy Lightning Web Components. It provides specific suggestions, such as using
"Dynamic Forms" to break up the page or moving less-used components into separate tabs to improve the "time to interact" for the user. The Lightning Usage App (Option B) provides broad metrics on adoption and browser usage across the whole org but does not offer granular, component-level performance analysis for a single record page. Visibility Rules (Option C) are for showing/hiding content, not for technical performance auditing.


NEW QUESTION # 31
Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue. What should a Platform Administrator use to achieve this?

Answer: B

Explanation:
Case Assignment Rules are the standard Salesforce tool for automatically routing cases to specific users or queues based on record criteria. A single assignment rule can contain multiple
"Rule Entries" processed in a specific order. To meet this requirement, the Platform Administrator would create a rule with two entries: one that checks if the Account's "Level" field equals
"Platinum" and routes it to the Priority Support Queue, and another that checks if the level is
"Silver" or "Gold" and routes it to the Regular Support Queue. This automation happens the moment the case is created, ensuring that high-value customers receive immediate attention from the appropriate team. Escalation Rules (Option A) are used to move a case after it has been sitting for a period of time, not for initial routing. Workflow Rules (Option D) are a legacy tool that cannot natively assign cases to queues in the same direct manner as Assignment Rules.


NEW QUESTION # 32
Which two actions should a Platform Administrator perform with Case escalation rules?

Answer: C,D

Explanation:
Case Escalation Rules are used in Service Cloud to ensure that cases are handled within specific timeframes, helping organizations meet their Service Level Agreements (SLAs). When a case meets the criteria defined in an escalation rule and remains unresolved for a specified period, the system can perform two primary automated actions:
Reassign the Case: The rule can automatically transfer ownership of the case to another user or a specific queue (e.g., a "Tier 2 Support" queue) to ensure it gets specialized attention.
Send Email Notifications: The system can send alerts to the new owner, the current owner, or up to five additional email addresses to notify management that a case has escalated .
While administrators often use other tools like Flow Builder to change the "Case Priority" (Option B) or "Reopen" a case (Option C), these are not standard features within the Escalation Rule interface. Escalation rules focus specifically on the routing and notification aspects of case management to prevent tickets from "sitting" too long without a response.


NEW QUESTION # 33
Which two data loss considerations should a Platform Administrator keep in mind when changing a custom field type from Text to Picklist?

Answer: B,C

Explanation:
Changing a field type is a significant configuration change that can have downstream impacts.
When converting from Text to Picklist, a Platform Administrator must be aware of two critical consequences:
List View Deletion: Any list views that use that specific custom field as a filter will be automatically deleted or the filter will be removed. This happens because the filter logic for a text field (which uses operators like "contains") is fundamentally different from a picklist (which uses "equals").
Automation Impact: Assignment rules, escalation rules, and validation rules that reference the field may be disabled or function incorrectly. Because these automations rely on specific text strings, changing the field to a picklist requires the administrator to manually review and update the logic to ensure it aligns with the new picklist values.
Option A is incorrect because Salesforce does not automatically update code references. Option C is incorrect because data loss can still occur if existing text values do not exactly match the new picklist entries.


NEW QUESTION # 34
Which two actions should a Platform Administrator perform with Case escalation rules?

Answer: C,D

Explanation:
Case Escalation Rules are used in Service Cloud to ensure that cases are handled within specific timeframes, helping organizations meet their Service Level Agreements (SLAs)23232323232323. When a case meets the criteria defined in an escalation rule and remains unresolved for a specified period, the system can perform two primary automated actions:
Reassign the Case: The rule can automatically transfer ownership of the case to another user or a specific queue (e.g., a "Tier 2 Support" queue) to ensure it gets specialized attention242424242424242424.
Send Email Notifications: The system can send alerts to the new owner, the current owner, or up to five additional email addresses to notify management that a case has escalated .
While administrators often use other tools like Flow Builder to change the "Case Priority" (Option B) or "Reopen" a case (Option C), these are not standard features within the Escalation Rule interface26. Escalation rules focus specifically on the routing and notification aspects of case management to prevent tickets from "sitting" too long without a response .


NEW QUESTION # 35
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