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Salesforce Plat-Admn-201 Exam Syllabus Topics:

Topic	Details
Topic 1	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.
Topic 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.
Topic 3	Data and Analytics Management: This domain focuses on data operations including importing, exporting, and backing up data, maintaining data quality through validation rules, and creating reports and dashboards while understanding sharing model impacts.
Topic 4	Service and Support Applications: This domain covers case management systems, including case assignment, queues, and automation through escalation rules, auto-response rules, and Einstein for Service.
Topic 5	Productivity and Collaboration: This domain addresses activity management, Chatter collaboration, Salesforce mobile app customization, and AppExchange applications including managed and unmanaged packages.

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

NEW QUESTION # 107
The VP of sales at AW Computing would like sales reps to check in with their top account every Monday. The VP would like a dashboard component to show the status of the check-ins. What should a Platform Administrator configure to remind the reps to contact their top account?

A. Create a time-based workflow task.
B. Enable the creation of recurring tasks.
C. Use a process email alert on the account.
D. Add the email action to the page layout.

Answer: B

Explanation:
To ensure a consistent, weekly "check-in" occurs, the Platform Administrator should enable the creation of recurring tasks. This feature allows a sales rep to create a single task (e.g., "Monday Check-in") and set a recurring frequency of "Weekly" on "Mondays." Salesforce then automatically generates the next task in the series once the current one is completed. This is the most effective way to provide reps with a constant reminder in their task list. Additionally, because these are standard Task records, the administrator can easily build a report and a dashboard component to track the completion status of these check-ins for the VP. Time-based workflow (Option A) is typically for one-off alerts based on a date field, not for a permanent weekly habit.
Email actions (Option C) and alerts (Option D) notify users but do not create the trackable task record required for the dashboard component.

NEW QUESTION # 108
Cloud Kicks is working on a rebrand. In which two areas of the Salesforce mobile app can a Platform Administrator customize the branding?

A. Record background color
B. App header color
C. Header background color
D. Loading page logo

Answer: C,D

Explanation:
To align the Salesforce mobile app with a company's visual identity, a Platform Administrator can customize specific branding elements through the Salesforce Mobile App Customization settings.
The two primary areas available for branding are:
Loading Page Logo: This allows the administrator to upload a company logo that appears when a user first opens the app.
Header Background Color: This allows the administrator to set the primary brand color for the top header area of the mobile interface.
These settings ensure that the user experience feels consistent with the company's internal branding from the moment they log in. Option A and B are incorrect because Salesforce does not currently allow for granular "App header" vs "Header background" color separation or the modification of the "Record background color," as the app maintains a standardized background for accessibility and readability. Customizing the loading screen and header is the standard way to implement a mobile rebrand.

NEW QUESTION # 109
The Universal Containers sales team wants a visual way to manage their opportunity pipeline that allows them to see all deals at once, track progress through sales stages, and quickly move opportunities forward. Which feature should a Platform Administrator recommend to meet these requirements?

A. Configure opportunity list views with custom filters and summary fields.
B. Use the Kanban view for opportunities with card fields and drag-and-drop functionality.
C. Set up opportunity reports with chart components and stage-based grouping.
D. Create a custom dashboard with opportunity pipeline charts and stage metrics.

Answer: B

Explanation:
The Kanban view provides a visual representation of a set of records, such as an opportunity pipeline, organized by a specific field like "Stage". It allows sales teams to see all their deals as cards in columns. The primary benefit of Kanban is its "drag-and-drop" functionality, which lets users move a card from one column to another to automatically update the stage, effectively "moving opportunities forward" with minimal effort. While reports (Option A) and dashboards (Option B) provide visual summaries, they do not allow for the interactive, one-click record updates that the Kanban view offers11. Standard list views (Option D) show data in a grid format which is less visual for tracking pipeline progress compared to the column-based Kanban layout.

NEW QUESTION # 110
A user at Northern Trail Outfitters is having trouble logging in to Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. Which two steps should a Platform Administrator take to help the user log in to Salesforce?

A. Reset password on the user's record detail page.
B. Use the unlock button on the user's record detail page.
C. Log in as the user to unlock the user and reset the password.
D. Reset the password policies to allow the user to login.

Answer: A,B

Explanation:
When a user is locked out of Salesforce due to too many incorrect login attempts, the Platform Administrator must take specific actions on the user's record detail page to restore access. First, the administrator should click the Unlock button. This clears the lockout status immediately.
Second, because the user likely forgot their credentials (causing the failed attempts), the administrator should use the Reset Password button. This sends a temporary link to the user's email, allowing them to create a new password and log in successfully. "Logging in as the user" (Option A) is a troubleshooting tool for existing sessions but cannot bypass a lockout or change a password on the user's behalf. Changing "Password Policies" (Option D) would affect the entire organization and is not a valid way to help a single locked-out individual.

NEW QUESTION # 111
Users at Cloud Kicks want to see information that is more useful for their role on the Case page.
How should a Platform Administrator make the pages more dynamic and easier to use?

A. Add component visibility filters to the components.
B. Include more tab components with filters.
C. Remove fields from the record details component.
D. Delete the extra components from the page.

Answer: A

Explanation:
In the Lightning App Builder, Component Visibility Filters allow an administrator to show or hide parts of a record page based on specific criteria, such as the user's profile, a field value, or the record type. This is the best way to make pages "dynamic." For example, the administrator can configure a "Financial Details" component to only appear when the user viewing the case has the
"Finance User" profile, or hide a "Recall Instructions" component unless the "Case Reason" is set to "Product Defect." This prevents "information overload" by ensuring that users only see the tools and data relevant to their specific role or the current state of the record. Simply deleting components (Option D) or removing fields (Option C) would affect all users equally, failing to provide role-specific utility. Component visibility creates a personalized, streamlined experience that improves user productivity and reduces clutter on complex record pages.

NEW QUESTION # 112
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