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Salesforce Plat-Admn-301 Exam Syllabus Topics:

SectionWeightObjectives
Auditing and Monitoring10%- Data and access auditing
- System monitoring tools
  • 1. Debug logs
    • 2. Event monitoring
      • 3. Setup Audit Trail
        - Performance monitoring
        Cloud Applications11%- Service Cloud features
        • 1. Case management and automation
          • 2. Omni-Channel and chat
            • 3. Entitlements and milestones
              • 4. Knowledge management
                - Sales Cloud features
                • 1. Quotes and orders
                  • 2. Forecasting and territory management
                    • 3. Products and price books
                      Process Automation20%- Understand order of execution and governor limits
                      - Troubleshoot automation issues
                      - Design scalable and maintainable automation
                      - Select appropriate automation tools
                      • 1. Flow Builder
                        • 2. Workflow rules
                          • 3. Process Builder
                            Data and Analytics Management13%- Data management strategies
                            • 1. Data archiving and large data volumes
                              • 2. Data quality and deduplication
                                • 3. Import/export tools
                                  - Reporting and dashboards
                                  • 1. Dashboard design and configuration
                                    • 2. Custom report types
                                      • 3. Joined reports and snapshots
                                        Environment Management and Deployment7%- Deployment best practices
                                        - Sandbox management
                                        - Metadata deployment tools
                                        • 1. Managed and unmanaged packages
                                          • 2. Change sets
                                            Security and Access20%- User authentication implications
                                            - Record and field data access implications
                                            • 1. Controlled by parent
                                              • 2. Territory Management
                                                • 3. Access to dashboards, reports and folders
                                                  • 4. Sharing model
                                                    • 5. Grant access by hierarchies
                                                      - Profiles, permission sets and delegated administration
                                                      - Complex business models
                                                      • 1. Person accounts
                                                        • 2. Account and contact relationships
                                                          Objects and Applications19%- Enhance user interface and experience
                                                          • 1. Lightning page optimization
                                                            • 2. Dynamic Forms
                                                              • 3. App Manager
                                                                • 4. Lightning App Builder
                                                                  - Extend and customize objects
                                                                  • 1. Schema Builder and Object Creator
                                                                    • 2. Relationship types
                                                                      • 3. Record types

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                                                                        Salesforce Certified Platform Administrator II Sample Questions (Q75-Q80):

                                                                        NEW QUESTION # 75
                                                                        Cloud Kicks (CK) typically sells Its products direct to consumer and tracks sales using the Order object In Salesforce. The head of sales has now decided that CK will also sell to retail locations for resale. The administrator wants to leverage opportunities and opportunity products for these new deals.
                                                                        What should the administrator do to track accurate sales data on opportunities?

                                                                        Answer: C

                                                                        Explanation:
                                                                        A price book is a list of products and their prices that can be added to an opportunity. A product can have different prices for different markets or segments, and these prices are stored in different price books. In this case, the administrator should create a new price book for the new retail pricing and add the products that are sold to retail locations for resale. This way, the users can select the appropriate price book and products for their opportunities based on the type of customer they are selling to. References: https://help.salesforce.com/s
                                                                        /articleView?id=sf.products_pricebooks.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.
                                                                        products_define.htm&type=5


                                                                        NEW QUESTION # 76
                                                                        How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?

                                                                        Answer: A

                                                                        Explanation:
                                                                        To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline and make adjustments based on changing business conditions. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.
                                                                        htm&type=5


                                                                        NEW QUESTION # 77
                                                                        The sales manager at Cloud Kicks wants a way to report on information from a form their clients fill out during the sales cycle. Once a form has been submitted, the client is unable to access it. This form may need to be filled out more than once during the sales cycle. There are more than 30 fields on this form, and the sales team needs to be able to see what changed from one submission to the next.
                                                                        Which two options should an administrator use to solve this scenario?
                                                                        Choose 2 answers

                                                                        Answer: A,D

                                                                        Explanation:
                                                                        Two options that the administrator can use to solve this scenario are:
                                                                        * Create a custom object. A custom object is an object that you define to store information that is specific to your organization or industry. In this case, you can create a custom object for the form that has more than 30 fields and relates to the account or opportunity object. This way, you can store multiple submissions of the form for each account or opportunity and track their changes over time.
                                                                        * Turn on Field Tracking. Field tracking is a feature that allows you to monitor changes to certain fields on an object and display them in a history related list. In this case, you can turn on field tracking for the fields on the form custom object and see what values were changed from one submission to another.


                                                                        NEW QUESTION # 78
                                                                        On the Contact record, if a contact has the value of 'CEO' in the Title field, the administrator wants to require the users to also put a phone number in the Phone field.
                                                                        What formula should the administrator put in the Error Condition Formula of a validation rule to enable this?

                                                                        Answer: C

                                                                        Explanation:
                                                                        The error condition formula of a validation rule should return TRUE when the validation rule should fire and display an error message. In this case, the validation rule should fire when the Title field has the value of
                                                                        'CEO' and the Phone field is blank. The formula Title = 'CEO' && ISBLANK(Phone) returns TRUE when both conditions are met, and FALSE otherwise. References: https://help.salesforce.com/s/articleView?id=sf.
                                                                        fields_useful_field_validation_formulas.htm&type=5


                                                                        NEW QUESTION # 79
                                                                        The distributors at Cloud Kicks are eligible for support based on a specific service contract-How should the administrator show this in Salesforce?

                                                                        Answer: B

                                                                        Explanation:
                                                                        Entitlement management lets you create and maintain service contracts that specify the support terms for each account. You can use entitlement processes to automatically apply the correct service contract to a case based on criteria you define. References: https://trailhead.salesforce.com/en/content/learn/modules/entitlements
                                                                        /entitlements_overview


                                                                        NEW QUESTION # 80
                                                                        ......

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