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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
  • 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 2
  • 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.
トピック 3
  • 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 4
  • 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.
トピック 5
  • Agentforce AI: This domain introduces AI-powered agents in Salesforce, covering use cases, configuration in Agent Builder, security considerations, and troubleshooting agent permissions.

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Salesforce Certified Platform Administrator 認定 Plat-Admn-201 試験問題 (Q53-Q58):

質問 # 53
The call center manager at Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status, and owner. What should a Platform Administrator add to the dashboard to fulfill the request?

正解:B

解説:
To provide a single dashboard that allows users to "drill down" or toggle between different data subsets, the administrator should add Dashboard Filters. A dashboard filter allows the manager or agent to select a value (e.g., "Origin = Phone" or "Status = New"), and all components on the dashboard will instantly refresh to show only the data matching that criteria. Salesforce allows up to three filters per dashboard, which perfectly accommodates the request for origin, status, and owner. While a Bucket Column (Option D) can group data within a report, it does not provide the interactive "drill down" capability on the dashboard itself. Widgets (Option B) are the components themselves, and Combination Charts (Option C) display multiple data sets in one visual but do not offer filtering functionality.


質問 # 54
A Platform Administrator at Cloud Kicks is setting up a new Salesforce instance. The business requirements mandate that the marketers are given access to opportunities in order to maintain the campaign relationships on each opportunity. The administrator decides to assign the Marketing User profile. What should the administrator do next to achieve this requirement?

正解:D

解説:
Profiles in Salesforce serve as the foundation for what a user can "do" with records, specifically defining Object-Level Security (Create, Read, Edit, Delete permissions). The standard Marketing User profile typically does not include full "Edit" access to the Opportunity object by default, as marketing roles are traditionally focused on Leads and Campaigns. To fulfill the requirement of allowing marketers to maintain campaign relationships on Opportunities, the administrator must ensure the profile has the necessary object permissions. If the organization is using a custom profile based on the Marketing User template, the admin should edit the object permissions directly on that profile to include "Read" and "Edit" for Opportunities. This allows the marketers to view the records and update the "Primary Campaign Source" field. While a Permission Set could also grant this access, the question implies the admin is currently configuring the profile itself. Adjusting the profile's object permissions is the direct way to align the user's capabilities with the business's functional requirements.


質問 # 55
The Activity Timeline is missing from the Account record page. What should a Platform Administrator do to correct this?

正解:B

解説:
The Activity Timeline is a standard Lightning component that displays open tasks, upcoming events, and past activities (like logged calls or sent emails) in a chronological view. If this timeline is missing from an Account page, it is usually because the component has been removed from the Lightning Record Page layout. To fix this, the Platform Administrator should open the Account record in the Lightning App Builder. From the list of standard components on the left, the admin must drag the Activities component onto the page canvas-typically in the right-hand column or a dedicated tab. Once the page is saved and activated, the timeline will be visible to users. Visibility of the timeline is a layout configuration, not a specific "Edit access" permission (Option B). Running a report (Option C) might confirm if data exists, but it won't fix the UI issue. There is no "button" for the Activity Timeline in the Object Manager (Option D); it is managed strictly as a component within the App Builder.


質問 # 56
A Platform Administrator deactivates an agent to add a new topic and action. What happens to any ongoing user conversations with the agent?

正解:C

解説:
In the Agentforce environment, deactivating an agent to make configuration changes (like adding a Topic or Action) does not immediately terminate existing sessions. To ensure a smooth user experience, Salesforce allows ongoing conversations to continue using the version of the agent that was active when the session started. The "deactivation" simply prevents new sessions from being initiated. Once the administrator reactivates the agent, new sessions will utilize the updated configuration, while current users finish their interactions without interruption or "system errors".
The window does not automatically close, and the conversation is not "paused" in a way that requires the user to wait for reactivation


質問 # 57
Cloud Kicks has hired a new sales executive who wants to implement a document merge solution in Salesforce. How should a Platform Administrator implement this solution?

正解:A

解説:
Salesforce does not provide a robust, native "document merge" engine that can handle complex templates, headers, and advanced formatting out of the box. Therefore, the standard practice for implementing such a solution is to download a third-party application from the AppExchange. The AppExchange is the primary marketplace for Salesforce-integrated solutions, offering popular document generation tools like Conga Composer, Nintex DocGen, or S-Docs. These tools allow administrators to create professional-grade documents (like quotes, contracts, and invoices) by merging Salesforce record data into Word, PDF, or Excel templates. As a Platform Administrator, the process involves researching the best-fit app for the requirements, installing the package into a Sandbox for testing, and then deploying it to Production. This approach is highly efficient because it leverages existing, vetted technology that is specifically designed to handle the complexities of document generation, saving the organization from trying to build a costly and difficult-to-maintain custom solution using code or complex automation.


質問 # 58
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