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Salesforce Plat-Admn-301 Exam Syllabus Topics:

Topic	Details
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.
Topic 4	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 5	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 6	Auditing and Monitoring: This section of the exam measures skills of a Salesforce Support Specialist and covers the tools used to monitor system behavior and review user activity. It includes understanding debug logs, setup audit trail, and methods for ensuring sensitive data is handled correctly in both production and sandbox environments. It also explains how to review and troubleshoot security settings, including recognizing pending updates that might affect system access.

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Salesforce Certified Platform Administrator II Sample Questions (Q191-Q196):

NEW QUESTION # 191
After setting up field history tracking on the Account object, the administrator for AW Computing wants to retrieve the field history data for analysis.
how should the administrator acquire this data?

A. Use the Data export service in setup.
B. Query and export the Account History object using Data Loader.
C. Create a list view of Account History and print using the Printable View action.
D. Create a report of Accounts and export it to Excel.

Answer: B

Explanation:
Query and export the Account History object using Data Loader is how the administrator can acquire the field history data for analysis. Data Loader is a tool that allows administrators to import, export, insert, update, delete, or upsert records in Salesforce using CSV files. Data Loader can handle large data sets and complex data transformations. Data Loader can be used to query and export the Account History object, which stores the field history data for accounts, using SOQL statements.

NEW QUESTION # 192
At Ursa Major Solar, several different planetary teams handle leads depending on which planet the lead is coming from. While most of the teams only need a few fields filled out to work the lead, the Jupiter team requires additional information to be filled out, such as which moon the lead is coming from. The administrator needs to automate which team is allocated the lead record based on the planet and ensure that every team has all of the information they need.
Which two features will satisfy these requirements?
Choose 2 answers

A. Matching Rules
B. Validation Rules
C. Workflow Rules
D. Assignment Rules

Answer: B,D

Explanation:
Assignment rules and validation rules are two features that can satisfy these requirements:
* Assignment rules are used to automatically assign leads or cases to users or queues based on certain criteria. In this case, an assignment rule can be used to assign leads to different planetary teams depending on which planet the lead is coming from.
* Validation rules are used to validate the data entered by users and prevent records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to ensure that every team has all of the information they need by making certain fields required or dependent on other fields.
The other two options are incorrect because:
* Matching rules are used to identify duplicate records based on certain fields or fuzzy logic. They do not assign records or validate data.
* Workflow rules are used to automate tasks or actions based on certain criteria. They do not assign records or validate data.
References: https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm&type=5 https://help.
salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5

NEW QUESTION # 193
AW Computing created new multi-tier service plans. The primary difference between the packages Is the length of the term. The company wants to capture start and end dates for each service plan sold, which can direr from the contract dates of the subscription.
How should an administrator ensure the data is captured properly?

A. Configure formula fields to reflect the close date of the opportunity.
B. Make a validation rule on the Opportunity Product object to require custom date fields based on the product family.
C. Build a validation rule on the Opportunity object to require custom date fields based on the product(s) selected.
D. Create a new price book for service plans with term lengths.

Answer: B

Explanation:
A validation rule on the Opportunity Product object to require custom date fields based on the product family will ensure that the data is captured properly. A validation rule can check if the product family matches the service plan and if so, require the start and end date fields to be filled out. This way, AW Computing can capture the term length for each service plan sold. References: https://help.salesforce.com/s/articleView?id=sf.
fields_about_validation_rules.htm&type=5

NEW QUESTION # 194
DreamHouse Realty (DR) wants to ensure that its data is protected. There have been several recent attempts to phish employees.
What should DR do to help ensure that the user that is logged in is the right user when the running user is trying to view reports and dashboards?

A. Require a high assurance session when exporting or printing reports and dashboards.
B. Require a Usemame, Password, and Security Token when logging in.
C. Require MFA when users need to view and export dashboards and reports.
D. Set up an authentication provider for reports and dashboards.

Answer: A

Explanation:
To help ensure that users who are viewing reports and dashboards are who they say they are, DR should require a high assurance session when exporting or printing reports and dashboards. A high assurance session requires users to verify their identity using multi-factor authentication before accessing sensitive data or functionality in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.
security_high_assurance_session_level.htm&type=5

NEW QUESTION # 195
AW Computing wants to enable a backup resource to assign permissions while restricting the backup resource's ability to create or modify permission sets.
Which feature should be employed to accomplish this request?

A. Assignment Rules
B. Delegated Administrator
C. View All Users Permission
D. Customize Application Permission

Answer: B

Explanation:
Delegated Administration allows administrators to delegate certain user management tasks to non- administrators. For example, a delegated administrator can assign permissions sets to users in specified roles or public groups without having full access to modify permission sets. References: https://help.salesforce.com
/s/articleView?id=sf.admin_usermgt_delegated.htm&type=5

NEW QUESTION # 196
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