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Salesforce Plat-Admn-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Desktop and Mobile Administration5%- Set up Salesforce Classic vs Lightning Experience
- Understand Salesforce1 mobile considerations
- Configure Salesforce Mobile app
Topic 2: Mangaging User Accounts10%- Reset user passwords
- Create and manage user accounts
- Configure user profiles and permission sets
- Assign users to roles and public groups
- Understand the difference between profiles and permission sets
Topic 3: Standard and Custom Objects10%- Understand standard object relationships
- Understand external ID fields
- Configure lookup and master-detail relationships
- Create custom objects and fields
Topic 4: Analytics - Reports and Dashboards10%- Understand bucket fields and summary fields
- Build custom report types
- Create and modify reports and report types
- Create dashboards
- Schedule reports and subscribe to reports
Topic 5: AppExchange5%- Understand managed packages
- Navigate the AppExchange marketplace
- Evaluate and install apps from AppExchange
Topic 6: Service Cloud Applications10%- Configure cases and entitlements
- Create macros and quick text
- Configure Omni-Channel and Service Cloud features
- Set up Salesforce Knowledge
Topic 7: Security and Access15%- Set up sharing rules
- Create and modify role hierarchies
- Configure org-wide default settings
- Configure field-level security
- Describe the Salesforce security model
- Understand Salesforce Shield features
Topic 8: Workflow and Process Automation15%- Build approval processes
- Create Process Builder processes
- Understand Flow builder basics
- Create workflow rules and actions
- Distinguish between workflow, Process Builder, and Flow
Topic 9: Configuration and Setup20%- Understand the sharing model
- Explain the different record types
- Explain the Salesforce data model
- Describe the steps to set up a Salesforce organization
- Identify the capabilities of the Salesforce UI
- Configure org-wide defaults and role hierarchy
- Describe the ability to track task activities
Topic 10: Object Manager and Lightning Platform Basics20%- Understand field types and properties
- Configure validation rules
- Set up lookup and master-detail relationships
- Configure field-level security
- Create custom and formula fields
- Create custom objects and fields
Topic 11: Sales Cloud Applications15%- Create and manage reports and dashboards
- Understand sales automation features
- Configure lead management
- Configure products and price books
- Set up opportunity management
Topic 12: Data Management10%- Configure data validation tools
- Use Data Loader
- Manage duplicate rules and matching rules
- Import and export data
- Understand data storage management

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Salesforce Certified Platform Administrator Sample Questions (Q155-Q160):

NEW QUESTION # 155
Northern Trail Outfitters (NTO) wants to ensure new Contacts are validated before they can be saved. If a user selects that the LeadSource picklist value is Other, NTO also wants to populate a custom text field called Source__c. Which validation rule should a Platform Administrator configure to meet this requirement?

Answer: C

Explanation:
In Salesforce, validation rules use formulas to verify if the data entered by a user meets specific criteria before saving the record1. To check the value of a picklist field like LeadSource, the ISPICKVAL() function must be used, as picklist fields do not support standard text operators like "=" in validation formulas2. The requirement is to block the save if LeadSource is "Other" but the Source__c text field is empty3. The ISBLANK() function effectively checks if a text field contains no data4. Therefore, the correct logic uses AND() to trigger the error message only when both conditions are met: the picklist is set to "Other" AND the text field is blank5. Option A is incorrect because it treats a picklist like a text field6. Option B and D use NOT() logic, which would trigger errors in the wrong scenarios.


NEW QUESTION # 156
Universal Containers regularly imports Accounts from an external order system that has its own ID field for each record. What should the System Administrator do to help prevent duplicates during these imports?

Answer: B


NEW QUESTION # 157
There are multiple system administrators at Cloud Kicks that make configuration changes. Which tool gives the system administrators the ability to track these changes?

Answer: A

Explanation:
The Setup Audit Trail is the primary tool for tracking administrative and configuration changes within a Salesforce organization. It records a history of modifications made by any administrator, including the date and time of the change, which user made it, and exactly what was altered (e.g., creating a new field, changing a profile permission, or modifying a workflow rule). The history is available for the last six months of activity. Health Check (Option A) is a security tool that compares your settings against Salesforce standards. History Tracking (Option C) and Feed Tracking (Option D) are used to track changes to records (like an Account's phone number), whereas the Setup Audit Trail is dedicated to tracking metadata and system configuration.


NEW QUESTION # 158
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?

Answer: B

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 # 159
A group of sales reps can view each other's orders on a report; however, they would like a report to view just their own orders. What should a Platform Administrator do to set up a report for the sales reps?

Answer: D

Explanation:
In Salesforce reporting, administrators can use relative date and user filters to make a single report template dynamic for every person who views it. By setting the filter to Opportunity Owner (or Order Owner) equals $USER, the report will automatically filter the results to show only those records owned by the individual currently logged in and viewing the report. This is much more efficient than creating separate reports for every rep. While setting the Organization-Wide Defaults to Private (Option C) would restrict general visibility, it does not help if the reps need to be able to see each other's data for other business reasons but simply want a "clean" personal view for daily tasks. Saving the report in a private folder (Option D) only restricts who can see the report itself, not the data contained within it. Using the $USER variable is the standard way to provide personalized, relevant data views in a shared reporting environment.


NEW QUESTION # 160
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