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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 2
  • 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 3
  • 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 (Q184-Q189):

NEW QUESTION # 184
The security department at AW Computing wants to prevent users from exporting more data than they need.
Included in this request is limiting records containing sensitive information, such as bank accounts and Personal Identifiable Information (PII).
Which feature should an administrator recommend to help limit what data is exported?

Answer: D

Explanation:
To limit data exports, especially for sensitive information, Export Data Settings in Salesforce are specifically designed to control user access to export data. These settings allow administrators to restrict who can export data from Salesforce, helping to protect sensitive information like bank accounts and Personal Identifiable Information (PII).
* Export Data Settings:
* Salesforce provides administrators with the ability to manage permissions related to data export functions. This includes restricting access to tools like Data Export, Data Loader, and Report Exports.
* By limiting these permissions, administrators can control which users are allowed to export data, thereby reducing the risk of sensitive data, such as PII, being exported by unauthorized individuals.
* This is particularly useful for ensuring that only designated roles or users can export data, as per the organization's data security policies.
* Specific Use Case for Sensitive Information:
* In a scenario where the focus is on preventing unnecessary access to sensitive information, Export Data Settings directly target the ability to export data and can be customized based on the security needs of the organization.
* By disabling or limiting export permissions for specific profiles or roles, AW Computing can better manage the risk associated with handling sensitive data.
Incorrect options:
* Salesforce Platform Encryption: While it protects sensitive data at rest by encrypting fields and files, it does not control export capabilities or prevent users from exporting data.
* Salesforce Shield: This suite includes event monitoring, encryption, and audit trail features, which enhance security but do not specifically limit export permissions.
* Muted Permission Sets: These are used to restrict permissions in permission set groups but are not designed to manage or limit data export capabilities directly.
In conclusion, Export Data Settings offer the most precise control over data export capabilities in Salesforce, making it the best solution to meet the security department's requirement.
Reference: According to Salesforce documentation, administrators can utilize Export Data Settings to manage and restrict data export permissions across the organization


NEW QUESTION # 185
An administrator at Cloud kicks recently built a screen flow in a sandbox that creates a case and follow-up task. When the flow runs in the sandbox, it works just as expected. When tested in production, the flow errors when creating the records.
Choose 2 answers

Answer: C,D

Explanation:
Opening the flow in Debug mode and running it as another user allows simulating how the flow behaves for different users with different permissions and settings. This can help identify any issues related to user


NEW QUESTION # 186
Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record.
CK also wants a way to forecast based on role hierarchy.
Which three options should an administrator recommend?
Choose 3 answers

Answer: A,C,E

Explanation:
To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly.
References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable.htm&type=5


NEW QUESTION # 187
Cloud Kicks tracks project details in a custom Project object. Project Milestones are tracked in a second custom object, with a reference to the parent Project record. Users need to automatically create a standard set of related Project Milestones when a Project record is created.
What is the recommended automation solution?

Answer: B

Explanation:
An after-save autolaunched flow is a type of flow that runs in the background when a record is saved and performs actions based on the record data or changes. An after-save autolaunched flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after-save autolaunched flow that runs when a Project record is created and creates a standard set of related Project Milestone records based on predefined values or variables. References:
https://help.salesforce.com/s/articleView?id=sf.flow_trigger_types.htm&type=5 https://help.sales


NEW QUESTION # 188
Cloud Kicks wants to implement multi-factor authentication (MFA) to help better secure its Salesforce org.
Which two options should the administrator consider to use MFA?
Choose 2 answers

Answer: A,B

Explanation:
An authentication app is a mobile app that generates verification codes for logging in to Salesforce or other services that require multi-factor authentication (MFA). A username and password are also required for logging in to Salesforce, but they are not sufficient for MFA. References: https://help.salesforce.com/s
/articleView?id=sf.identity_auth_apps.htm&type=5


NEW QUESTION # 189
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