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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Environment Management and Deployment: This section of the exam measures skills of Salesforce Administrator and covers moving metadata between environments using tools such as sandboxes, change sets, and managed or unmanaged AppExchange packages. It explains the capabilities and best practices related to deploying changes through change sets to ensure smooth and controlled migrations.
Topic 2
  • 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 3
  • Security and Access: This section of the exam measures the skills of Salesforce Administrator and covers how record-level access, field access, and sharing models impact data visibility across the system. It focuses on understanding controlled-by-parent relationships, territory management, role hierarchies, and access to reports, dashboards, and email folders. It also includes comparing custom profiles, permission sets, and delegated administration, along with evaluating different authentication methods. The section also addresses the structure of business models such as person accounts, standard accounts, contacts, and contact-to-multiple-account relationships.
Topic 4
  • Process Automation: This section of the exam measures skills of Salesforce Consultant and covers choosing the right automation tools to solve complex business problems. It focuses on understanding the capabilities and limitations of declarative tools, identifying the right troubleshooting methods, and applying automation correctly within Salesforce’s order of execution. This section emphasizes designing efficient, scalable automation using workflow tools, flows, and other declarative features.
Topic 5
  • 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 (Q221-Q226):

NEW QUESTION # 221
DreamHouse Realty has a rental team and a real estate team. The two teams have different safes processes and capture different client information on their opportunities.
How should an administrator extend the Opportunity object to meet the teams' different needs?

Answer: D

Explanation:
Use separate record types, page layouts, and sales processes for the Rental and Real Estate Teams is how the administrator should extend the Opportunity object to meet the teams' different needs. Record types are a way to offer different business processes, picklist values, and page layouts to different users based on their profiles or permission sets. Page layouts are a way to control the layout and organization of fields, buttons, related lists, and other components on a record page. Sales processes are a way to define the stages that an opportunity goes through from creation to close. By using separate record types, page layouts, and sales processes for each team, the administrator can customize the opportunity object according to their different requirements and preferences.


NEW QUESTION # 222
Cloud Kicks needs to create 10 separate environments for various projects. A developer sandbox has been created with the necessary configuration and data. The administrator needs to create 10 now environments with the same metadata and data for each user.
What should the administrator do to meet the requirements?

Answer: A

Explanation:
Cloning a sandbox creates a duplicate copy of an existing sandbox with the same type, name, description, configuration, and license type as the original sandbox. Cloning a sandbox is useful when you need to create multiple sandboxes with the same metadata and data for testing or development purposes. References:
https://help.salesforce.com/s/articleView?id=sf.data_sandbox_clone.htm&type=5


NEW QUESTION # 223
Ursa Major Solar customer records have a lot of fields and Lightning components to give users a variety of information and available functions. Recently,usrrs have noted that their pages take a long time to load and it's starting to negatively impact their experience.
What should the administrator do to help diagnose where improvements can be made?

Answer: A

Explanation:
The Analyze feature in the Lightning App Builder toolbar is a tool that helps you optimize the performance of your record pages by providing recommendations and insights on how to improve page load time and user experience. It can help you identify which fields and components are taking the most time to load and suggest ways to reduce their impact. You can also compare your page performance with other pages in your org or with Salesforce best practices. References: https://help.salesforce.com/s/articleView?id=sf.
lightning_page_optimize.htm&type=5


NEW QUESTION # 224
AW Computing organizes Its sales regions as East, Central, and West. Each region has sales reps, a sales director, and sales operations members. The organization-wide default for all objects is set to Private.
Members of the operations team for the East region need access to all the accounts and opportunities in the region.
How should the administrator configure this requirement?

Answer: A

Explanation:
Territory management is a feature that allows you to grant access to accounts and opportunities based on criteria such as geography, industry, product line, or customer size. A territory is a grouping of accounts and users that represents a market segment or business unit. In this case, the administrator should utilize territory management to add the operations team to the East territory, which contains all the accounts and opportunities in the East region. This way, the operations team members can access all the records in their territory regardless of who owns them or what the organization-wide default is. References: https://help.salesforce.com
/s/articleView?id=sf.territories_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.
territories_define.htm&type=5


NEW QUESTION # 225
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?

Answer: D

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 # 226
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