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Salesforce Plat-Admn-301 Exam Syllabus Topics:

Topic	Details
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	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 3	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 4	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.

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Salesforce Certified Platform Administrator II Sample Questions (Q152-Q157):

NEW QUESTION # 152
AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but is unable to do so. The administrator has already updated the page layout to no longer require an Account.
What could be the issue?

A. Private Contacts need to be enabled in Setup.
B. The Account Contact relationship record needs to be deleted first in order to disassociate the Contact from the Account.
C. The Contact has indirect relationships to other Accounts.
D. A primary Account relationship is required on a Contact regardless of the page layout settings.

Answer: D

Explanation:
A primary account relationship is a feature that allows you to link a contact to a single account as its primary account. A primary account relationship is required on a contact regardless of the page layout settings or the contact to multiple accounts feature. This means that you cannot remove the primary account from a contact, but you can change it to another account. You can also add secondary accounts to a contact if you have enabled the contact to multiple accounts feature. References: https://help.salesforce.com/s/articleView?id=sf.
contacts_multiple_accounts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_fields.
htm&type=5

NEW QUESTION # 153
Sales managers at Ursa Major Solar have asked for some additional automation around opportunity reminders. If the opportunity is in the Proposal stage a week before the close date, they want an email sent to the opportunity owner and manager. If the Budget Approved custom field is checked, the managers want to be notified immediately.
How should these requirements be met without using code?

A. Create a record-triggered flow with scheduled paths. Configure the trigger to flow before the record is saved.
B. Create a record-triggered flow with scheduled paths. Configure the trigger to flow after the record is saved.
C. Create a schedule-triggered flow for the Opportunity object. Configure the trigger to flow daily.
D. Create a schedule-triggered flow. Configure the trigger to flow weekly.

Answer: B

Explanation:
A record-triggered flow lets you automate actions when a record is created or updated. You can use scheduled paths to schedule actions relative to a date field on the record, such as close date. You should configure the trigger to flow after the record is saved so that you can access the updated field values. References:
https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_types_record.htm&type=5

NEW QUESTION # 154
The accounting team at Universal Containers is looking to roll out two new custom objects: a parent Invoice object and a child Payment object. Whenever a Payment record is created, the Invoice object should be updated to reflect the current outstanding value of the Invoice.
What should the administrator do to build this functionality?

A. Create a lookup-relationship on the Payment with a Roll-up Summary field on the Invoice.
B. Create a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice.
C. Create a master-detail relationship on the Payment and a workflow cross object field update.
D. Create a lookup-relationship on the Payment and a workflow cross object field update.

Answer: B

Explanation:
Creating a master-detail relationship on the Payment with a Roll-up Summary field on the Invoice will build this functionality. A master-detail relationship creates a parent-child relationship between two objects, where the child records inherit the sharing and security settings of their parent. A Roll-up Summary field calculates values from related child records, such as count, sum, min, or max. In this case, the Roll-up Summary field on the Invoice can calculate the sum of all Payments related to it and subtract it from the Invoice amount to get the current outstanding value. References: https://help.salesforce.com/s/articleView?id=sf.
relationships_considerations.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.fields_about_roll_up_summary_fields.htm&type=5

NEW QUESTION # 155
AW Computing is conducting an audit and wants to understand how many objects have been shared as public externally.
which tool should the administrator use to quickly obtain this details?

A. Session Security Settings
B. Security Health Check
C. Setup Audit Trail
D. Object Manager

Answer: B

Explanation:
The Security Health Check tool in Salesforce provides a detailed overview of an organization's security posture, which includes information on how objects are shared externally. This tool is particularly useful for administrators who need to review and assess various security configurations, including the visibility of objects to external users.
* Security Health Check:
* This tool helps administrators quickly identify and manage risks related to security settings, including those pertaining to data sharing externally.
* By using Health Check, administrators can access a report that shows the sharing settings of objects, allowing them to confirm if any objects have been shared as "Public" externally, which is crucial during an audit.
* It provides insights into high-risk settings and areas where the configuration does not align with Salesforce security best practices, such as public access levels.
* Use Case:
* For an audit focused on understanding external access to objects, Security Health Check is the most appropriate choice because it gives a quick snapshot of how data sharing settings compare against Salesforce's recommended security baseline.
* This can help AW Computing immediately identify which objects have broader public access than desired, addressing potential security vulnerabilities.
Incorrect options:
* Setup Audit Trail: This tool tracks configuration changes within Salesforce over time, but it does not provide specific details about data sharing settings or external visibility of objects.
* Session Security Settings: These settings control session policies and timeouts but are not related to object sharing or external visibility.
* Object Manager: While Object Manager allows administrators to configure object-specific settings, it does not provide an overall view or quick audit of external sharing configurations.
Reference: Salesforce documentation highlights that the Security Health Check tool is designed for comprehensive security assessments, including the review of public data exposure and external sharing settings.

NEW QUESTION # 156
What should the administrator consider before enabling Person Accounts?

A. Person Account and Business Accounts cannot be in the same sharing model.
B. All standard Account news can be converted to Person Account field.
C. Person Account requires less data storage.
D. Person Account cannot be disabled.

Answer: D

Explanation:
Person Account cannot be disabled is something that the administrator should consider before enabling Person Accounts. Person Accounts are a special type of accounts that allow storing information about individual people who are not associated with an organization or business account. Once Person Accounts are enabled, they cannot be disabled or removed from the org without contacting Salesforce support

NEW QUESTION # 157
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