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| Section | Weight | Objectives |
|---|---|---|
| Analytics - Reports and Dashboards | 10% | - Build custom report types - Understand bucket fields and summary fields - Create dashboards - Create and modify reports and report types - Schedule reports and subscribe to reports |
| Workflow and Process Automation | 15% | - Create Process Builder processes - Distinguish between workflow, Process Builder, and Flow - Understand Flow builder basics - Create workflow rules and actions - Build approval processes |
| Service Cloud Applications | 10% | - Configure cases and entitlements - Set up Salesforce Knowledge - Configure Omni-Channel and Service Cloud features - Create macros and quick text |
| Security and Access | 15% | - Understand Salesforce Shield features - Configure field-level security - Describe the Salesforce security model - Create and modify role hierarchies - Configure org-wide default settings - Set up sharing rules |
| Desktop and Mobile Administration | 5% | - Configure Salesforce Mobile app - Set up Salesforce Classic vs Lightning Experience - Understand Salesforce1 mobile considerations |
| Mangaging User Accounts | 10% | - Configure user profiles and permission sets - Reset user passwords - Assign users to roles and public groups - Understand the difference between profiles and permission sets - Create and manage user accounts |
| Standard and Custom Objects | 10% | - Understand external ID fields - Configure lookup and master-detail relationships - Understand standard object relationships - Create custom objects and fields |
| Data Management | 10% | - Configure data validation tools - Import and export data - Manage duplicate rules and matching rules - Understand data storage management - Use Data Loader |
| Configuration and Setup | 20% | - Configure org-wide defaults and role hierarchy - Understand the sharing model - Explain the Salesforce data model - Explain the different record types - Describe the ability to track task activities - Identify the capabilities of the Salesforce UI - Describe the steps to set up a Salesforce organization |
| Object Manager and Lightning Platform Basics | 20% | - Configure validation rules - Create custom and formula fields - Configure field-level security - Set up lookup and master-detail relationships - Create custom objects and fields - Understand field types and properties |
| Sales Cloud Applications | 15% | - Create and manage reports and dashboards - Configure lead management - Set up opportunity management - Configure products and price books - Understand sales automation features |
| AppExchange | 5% | - Understand managed packages - Evaluate and install apps from AppExchange - Navigate the AppExchange marketplace |
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NEW QUESTION # 37
A user is unable to relate a task to the Course custom object. What should a Platform Administrator do to allow tasks to be related to courses?
Answer: D
Explanation:
For a custom object to support Tasks and Events, the "Allow Activities" setting must be enabled in the object's properties. When a Platform Administrator creates a custom object, this checkbox is often left unchecked by default35. Enabling this feature allows the "Related To" (WhatId) field on a Task or Event to be linked to records of that custom object type36. While adding the related list to the page layout (Option C) is a necessary step for visibility, it will not work if the underlying feature isn't enabled first37. Sharing rules (Option A) and profile permissions (Option D) manage access to existing records but do not control whether the object is technically capable of having activities associated with it.
NEW QUESTION # 38
The Activity Timeline is missing from the Account record page. What should a Platform Administrator do to correct this?
Answer: B
Explanation:
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.
NEW QUESTION # 39
Universal Containers wants to implement collaborative selling where multiple roles work together on customer accounts. Sales reps need full access to their assigned accounts, while customer support reps and sales engineers need access to opportunities and cases related to specific accounts they support. The sales manager wants to streamline the process by automatically adding the same team members to multiple accounts. Which feature should a Platform Administrator configure to meet this requirement?
Answer: C
Explanation:
Account Teams are designed specifically for "collaborative selling," allowing multiple users to work together on a single Account. By using Account Teams, an administrator can define specific roles (e.g., Sales Engineer, Support Rep) and grant them varying levels of access (Read/Write or Read Only) to the Account and its related Opportunities and Case. To meet the manager's requirement of "streamlining" and "automatically adding" members, the administrator should encourage users to set up Default Account Teams. Once a user defines their default team in their personal settings, they can click a single button to add that entire team to any Account they own.
Sharing Rules (Option B) are typically too broad for this requirement because they apply to all records meeting a criteria, rather than specific collaborative groups. The Role Hierarchy (Option C) provides vertical access but doesn't easily handle the horizontal, project-based access required for support reps and engineers working on specific accounts. Permission Sets (Option D) grant functional permissions (what a user can do) but do not grant access to specific data records in a collaborative way.
NEW QUESTION # 40
Cloud Kicks wants to leverage roll-up summaries on the Account object. Which standard object supports this roll-up summary natively?
Answer: B
Explanation:
A Roll-up Summary Field is a powerful feature that calculates values from related records and displays them on a master record. However, this functionality is natively available only on the
"Master" side of a Master-Detail relationship. For standard objects, Salesforce provides a built-in Master-Detail-like relationship between Accounts and Opportunities. Specifically, the Account object acts as the master, and the Opportunity object acts as the detail. This relationship allows a Platform Administrator to create roll-up summary fields on the Account to calculate the sum of
"Total Opportunity Amount," the "Minimum Close Date," or a "Count" of all related opportunities.
Other standard objects like Contacts (Option B) and Cases (Option C) have a lookup relationship to Accounts rather than a master-detail relationship, and therefore do not support native roll-up summaries. Campaigns (Option D) also do not share this specific relationship with Accounts. If an administrator needs to roll up data from these other objects, they would typically need to use a custom solution like Flow Builder or a third-party app, whereas Opportunities are supported natively out of the box .
NEW QUESTION # 41
Which two solutions is a Platform Administrator able to find on AppExchange to enhance their organization?
Answer: A,C
Explanation:
The Salesforce AppExchange is a vast marketplace designed to extend the functionality of a Salesforce organization through various types of solutions.
Components: Administrators can find pre-built Lightning Components (A) to enhance record pages, such as custom maps, weather widgets, or specialized data entry forms. These can be dragged and dropped directly in the Lightning App Builder.
Consultants: The AppExchange also serves as a directory for certified Salesforce Consultants (D). This allows organizations to find and vet professional partners who specialize in specific industries or technical implementations to help them scale their Salesforce instance.
While "Communities" (Option C) refers to a Salesforce product (now Experience Cloud), you don't "find" them on the AppExchange to enhance an org; rather, you might find packages to enhance them. "Customers" (Option B) are not a solution found on the marketplace. By leveraging the AppExchange, a Platform Administrator can quickly implement proven solutions without the need for extensive internal development.
NEW QUESTION # 42
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