Plat-Admn-201問題サンプル、Plat-Admn-201認定資格試験問題集

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Salesforce Plat-Admn-201 認定試験の出題範囲:

トピック出題範囲
トピック 1
  • Agentforce AI: This domain introduces AI-powered agents in Salesforce, covering use cases, configuration in Agent Builder, security considerations, and troubleshooting agent permissions.
トピック 2
  • Object Manager and Lightning App Builder: This domain focuses on Salesforce data architecture, including object relationships, field customization, page layout management, and understanding the implications of field deletions on dependent features.
トピック 3
  • Sales and Marketing Applications: This domain addresses sales cycle management from leads to opportunities, including productivity features, lead automation, campaign management, forecasting, and Einstein for Sales capabilities.
トピック 4
  • Productivity and Collaboration: This domain addresses activity management, Chatter collaboration, Salesforce mobile app customization, and AppExchange applications including managed and unmanaged packages.
トピック 5
  • Configuration and Setup: This domain covers foundational administrative tasks including company settings, user interface configuration, user management with licenses and access controls, and implementing security measures through login restrictions and the Salesforce sharing model.

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Salesforce Certified Platform Administrator 認定 Plat-Admn-201 試験問題 (Q140-Q145):

質問 # 140
A Platform Administrator at Cloud Kicks would like to use Salesforce to start tracking details around its marketing efforts. They would like to track details around emails, trade shows, and webinars. Additionally, each of these initiatives will need to track different types of information.
How should the administrator accomplish this?

正解:C

解説:
When a single object like Campaigns needs to support different "types" of marketing initiatives that require different fields or picklist values, the correct architectural solution is to use Record Types and Page Layouts. By creating distinct record types for "Email," "Trade Show," and
"Webinar," the Platform Administrator can assign a unique Page Layout to each. For example, the Trade Show layout might include fields for "Booth Number" and "Travel Costs," while the Webinar layout might include "Webinar URL" and "Platform Provider." This ensures that users only see the fields that are relevant to the specific type of campaign they are running, improving data quality and the user experience. While adding a custom field (Option B) would allow for categorization, it wouldn't hide irrelevant fields for different initiatives. Campaign Hierarchies (Option D) are used for relating parent and child campaigns but do not manage the specific data entry requirements for different initiative types.


質問 # 141
A Platform Administrator wants to limit the kinds of reports their users can create. Which tool should the administrator use?

正解:B

解説:
When users click the "New Report" button, they are presented with a list of Report Types, which act as templates determining which objects and fields are available for the report. Often, an org has many standard report types that are irrelevant or confusing to the average user. To "limit the kinds of reports" and simplify the user experience, a Platform Administrator can use the Select Report Types to Hide feature in the Report and Dashboard Settings. By hiding unnecessary or redundant report types, the admin ensures that users only see the specific templates that align with company reporting standards. This reduces the risk of users creating inaccurate reports using the wrong data models. Report Folder Sharing (Option B) controls who can view or edit existing reports, but it does not restrict the creation of new ones from specific templates. While creating Custom Report Types is a way to define what data is available, the specific act of "limiting" the visible list is handled by the "Hide" functionality.


質問 # 142
Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be rendered as Closed Lost. Which automation solution should a Platform Administrator use to implement this request?

正解:A

解説:
Flow Builder is the recommended tool for automating updates to multiple related records based on a change to a single record. A "Record-Triggered Flow" can be configured to execute whenever an Opportunity is updated to "Closed Won". The flow can then find all other Opportunities related to the same Account where the "IsClosed" field is false, and use an Update Records element to set their stage to "Closed Lost". Outbound Messages (Option B) are used for notifying external systems, not for internal data updates31. Flow Orchestration (Option C) is designed for multi-user, complex business processes and would be overly complicated for this simple record update32. Quick Actions (Option D) require a user to click a button, which does not meet the requirement for automatic rendering upon the stage change33.


質問 # 143
Cloud Kicks wants to ensure that every client has support based on the level of service that has been agreed on in the sales cycle. There are tiers to this support model, Gold, Silver, and Bronze. What should a Platform Administrator create to ensure that this is part of every client's account once they become a client?

正解:A

解説:
To manage different levels of support service (Gold, Silver, Bronze), Salesforce uses the Entitlement Management feature. An "Entitlement" defines the specific type of support a customer is eligible for. To "ensure that this is part of every client's account" automatically, a Platform Administrator should use Flow Builder. A record-triggered flow can be set to run whenever an Account is updated to "Customer" status or when a specific "Service Level" field is populated. The flow can then automatically create or link an Entitlement record to that Account. This ensures that when a new case is opened, the support agent immediately sees the SLA (Service Level Agreement) associated with that customer. Routing Configurations (Option B) and Assignment Rules (Option D) handle who gets the case, but they do not define the level of service. Email-to-Case (Option C) is an intake method, not a service-level tracking tool.


質問 # 144
A sales team is having difficulty understanding which stage their opportunity is in and what the company sales process requires of them in that stage. Which feature should a Platform Administrator implement to help the sales team quickly determine where they are in the sales process and what is required of them?

正解:B

解説:
The Opportunity Sales Path (or simply Path) is a visual representation of the stages in a sales process. It is the best tool for this requirement because it not only shows the current stage prominently at the top of the record but also allows administrators to define Key Fields and Guidance for Success for every stage. This guidance can include specific steps, tips, and links to company resources that explain exactly what a rep needs to do to move the deal to the next phase. Reports (Option A), List Views (Option D), and Big Deal Alerts (Option C) provide data and notifications but do not offer the contextual, stage-by-stage guidance that the Path provides.


質問 # 145
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