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Salesforce Plat-Admn-201 Exam Syllabus Topics:

SectionWeightObjectives
Desktop and Mobile Administration2%- Mobile Configuration
  • 1. Salesforce Mobile App
    Workflow and Process Automation20%- Automation Tools
    • 1. Approval Processes
      • 2. Flow Builder
        Data and Analytics Management16%- Reports and Dashboards
        • 1. Report Types
          • 2. Dashboard Components
            Object Manager and Lightning App Builder20%- Standard and Custom Objects
            • 1. Page Layouts and Record Types
              • 2. Fields and Relationships
                Service and Support Applications12%- Service Cloud Basics
                • 1. Knowledge and Entitlements
                  • 2. Cases and Case Management
                    Activity and Collaboration8%- Productivity Tools
                    • 1. Chatter and Collaboration Tools
                      • 2. Tasks and Events
                        Organization Setup10%- Company Settings and User Interface
                        • 1. Company Information
                          • 2. UI Settings and Lightning Experience
                            Sales and Marketing Applications12%- Sales Cloud Functionality
                            • 1. Leads and Opportunities
                              • 2. Campaigns

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                                Salesforce Certified Platform Administrator Sample Questions (Q153-Q158):

                                NEW QUESTION # 153
                                At Cloud Kicks, cases are being assigned a default Case Owner and showing a Created By and Last Modified By that is not expected. The company wants to change this to an integration user to alleviate confusion with the business. What should a Platform Administrator edit to change this in Salesforce?

                                Answer: B

                                Explanation:
                                In Salesforce, Support Settings is the primary configuration page for determining how the Service Cloud handles automated case updates. This section allows a Platform Administrator to define the "Default Case Owner" and the "Automated Case User." The Automated Case User is the user listed in the Case History for automated actions, such as those triggered by assignment rules, escalation rules, or Email-to-Case. If the business sees an "unexpected" user name in the Created By or Last Modified By fields during these automated processes, it is usually because this setting is pointing to a specific administrator or a system user. By updating the Automated Case User to a dedicated "Integration User," the admin ensures that the audit trail clearly distinguishes between manual edits made by staff and automated updates made by the system.
                                This provides better clarity for the support team and prevents confusion regarding who is responsible for specific record changes.


                                NEW QUESTION # 154
                                Universal Containers wants to track all stakeholders involved in its sales opportunities to ensure proper relationship management. Sales reps need to identify who has decision-making authority, who influences the buying process, and who serves as the primary contact for each deal. Which feature should a Platform Administrator configure to meet this requirement?

                                Answer: A

                                Explanation:
                                Opportunity Contact Roles allow sales reps to link multiple Contacts to a single Opportunity and assign a specific "Role" to each, such as "Decision Maker," "Influencer," or "Economic Buyer." This provides the visibility needed to understand the "buying committee" for a deal. It also allows for the designation of a "Primary Contact." Opportunity Teams (Option A) are used to track internal staff working the deal. Account Teams (Option B) track collaboration at the account level but are not deal-specific. Standard fields (Option C) are insufficient for tracking a "one-to-many" relationship between an opportunity and multiple contacts with unique roles. Contact Roles are the standard feature designed exactly for stakeholder management in the sales process.


                                NEW QUESTION # 155
                                Cloud Kicks has a custom object called Shipments. The company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain. Which type of relationship should a Platform Administrator make between Shipments and Accounts?

                                Answer: A

                                Explanation:
                                When relating two objects where the child records must persist even if the parent record is deleted, a Lookup Relationship is the correct choice. In this scenario, the Shipment object should have a lookup field pointing to the Account. Unlike a Master-Detail relationship (Option B), which automatically deletes child records (cascade delete) when the master is deleted, a Lookup relationship allows the child record to remain in the system, either by clearing the lookup field or simply leaving it as is. Option A and D are architecturally incorrect because the relationship field is always created on the "child" or "many" side of the relationship (Shipments) to point to the
                                "parent" (Account). Using a Lookup relationship ensures data retention for historical shipment tracking while still allowing the shipment items to be visible via a related list on the Account page.


                                NEW QUESTION # 156
                                A Platform Administrator for Cloud Kicks needs to ensure that only the financial records belonging to each individual user are visible on the report in order to meet scope of the data privacy requirements. How should the administrator achieve this?

                                Answer: D

                                Explanation:
                                The foundation of Salesforce data security is the Organization-Wide Default (OWD). To ensure that users can only see their own records (and those above them in the hierarchy), the administrator must set the OWD for the object to Private. When an object is private, a user can only see records they own. When that user runs a report, the report engine automatically respects these sharing settings and only displays the records the user is authorized to see. This is a much more secure and scalable solution than creating separate reports for every user (Option C). Option A (Public Read/Write) would allow everyone to see everything, violating the privacy requirement. Option D (Apex sharing) is a complex coding solution that is unnecessary when the standard "Private" sharing model fulfills the requirement through simple configuration.


                                NEW QUESTION # 157
                                Which feature gives a sales team the ability to prioritize deals with recent updates in the List view and Kanban view?

                                Answer: C

                                Explanation:
                                Deal Change Highlights is a feature in Lightning Experience that helps sales teams quickly identify recent changes to opportunities. In list views and the Kanban view, changes to the "Amount" or "Close Date" fields are highlighted with green (for positive changes) or red (for negative changes) arrows and text for seven days. This allows reps and managers to visually prioritize deals that have recently shifted in value or timing without having to open each record. Big Deal Alerts (Option A) send emails for high-value deals. Report Filters (Option B) are for general data analysis. The Opportunity Path (Option D) helps guide users through stages but does not highlight recent field-level data changes in a list format.


                                NEW QUESTION # 158
                                ......

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