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Salesforce Plat-Admn-301 Exam Syllabus Topics:

SectionWeightObjectives
Environment Management and Deployment7%- Change sets and deployment tools
  • 1. Sandbox management and release processes
    Automation and Process Management15%- Flow and automation tools
    • 1. Record-triggered flows
      • 2. Approval processes and automation best practices
        Security and Access20%- Record and field-level access
        • 1. Sharing model and hierarchy-based access
          • 2. Object permissions, field permissions, and org-wide defaults
            - User management and authentication
            • 1. Profiles vs permission sets vs delegated administration
              • 2. Authentication methods and login policies
                Service and Sales Applications10%- Sales Cloud and Service Cloud configuration
                • 1. Case management and sales processes
                  Data and Analytics Management17%- Reports and dashboards
                  • 1. Advanced reporting and dashboard configuration
                    - Data quality and governance
                    • 1. Data validation rules and deduplication strategies
                      Productivity and Collaboration10%- User productivity tools
                      • 1. Chatter, mobile features, and collaboration tools
                        Objects and Applications15%- Data model design
                        • 1. Standard and custom objects configuration
                          • 2. Relationships and schema design
                            - Lightning App Builder
                            • 1. App creation and page layout design

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                              Salesforce Certified Platform Administrator II Sample Questions (Q185-Q190):

                              NEW QUESTION # 185
                              A sales rep needs to help cross-sell an opportunity but is unable to make updates on the record or update the opportunity team.
                              Which two options would be required for a sales rep to add a rep to the opportunity team?
                              Choose 2 answers

                              Answer: B,C

                              Explanation:
                              To add a user to an opportunity team, you need Edit access on the account associated with the opportunity and either own the opportunity or be above the owner in the role hierarchy. References: https://help.salesforce.com
                              /s/articleView?id=sf.teams_adding.htm&type=5


                              NEW QUESTION # 186
                              The operations team at Ursa Major Solar (UMS) currently tracks installations using a spreadsheet. The information captured includes customer name, address, purchase and installation dates, configuration specs, and additional installer instructions. UMS's CEO would like to utilize Salesforce to track this information instead.
                              Which action should the administrator take to meet this requirement?

                              Answer: C

                              Explanation:
                              Lightning Object Creator is a tool that allows you to create custom objects and fields from a spreadsheet in a few clicks. Lightning Object Creator analyzes the spreadsheet data and suggests the best way to map it to Salesforce fields and relationships. You can also import the data from the spreadsheet into the new custom object and view it in a list view or a related list. In this case, you can use Lightning Object Creator to create a custom Project object from the spreadsheet that tracks installations and also import the data into the new object. References: https://help.salesforce.com/s/articleView?id=sf.object_creator_overview.htm&type=5
                              https://help.salesforce.com/s/articleView?id=sf.object_creator_create_object.htm&type=5


                              NEW QUESTION # 187
                              Management at Ursa Major Solar wants to understand how many accounts have opportunities in the overall pipeline.
                              What should the administrator use to create a report showing all open opportunities and the total number of accounts represented?

                              Answer: B

                              Explanation:
                              The Show Unique Count option on the account name column will create a report showing all open opportunities and the total number of accounts represented. This option will count each account only once, even if it has multiple opportunities. The report can be grouped by account name or any other field to show more details. References: https://help.salesforce.com/s/articleView?id=sf.reports_builder_unique_count.
                              htm&type=5


                              NEW QUESTION # 188
                              The administrator at AW Computing implements multi-factor authentication using the Salesforce Authenticator app downloaded on company-provided iPhones. A sales rep breaks their phone and needs to update an opportunity record.
                              How should the administrator grant access for the sales rep?

                              Answer: C

                              Explanation:
                              To grant access for the sales rep who broke their phone and needs multi-factor authentication using Salesforce Authenticator app, the administrator can generate a temporary identity verification code for them. This code allows users who don't have their verification method available to log in securely without compromising their account security. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_codes.
                              htm&type=5


                              NEW QUESTION # 189
                              Users at Ursa Major Solar want to create complex dashboards with supporting charts based on data to come from a variety of sources, some of which live on the Internal company shared drives.
                              Which product should the administrator recommend to meet the users' needs?

                              Answer: C

                              Explanation:
                              Tableau CRM is a product that allows you to create complex dashboards with supporting charts based on data from a variety of sources, including Salesforce data and external data sources. Tableau CRM uses an analytics platform that stores data in datasets and lets you explore and visualize data using lenses and dashboards. You can also use artificial intelligence and machine learning features to discover insights and make predictions from your data. Tableau CRM is integrated with Salesforce and can be accessed from various apps and objects. References: https://help.salesforce.com/s/articleView?id=sf.bi_overview.htm&type=5 https://help.
                              salesforce.com/s/articleView?id=sf.bi_data_overview.htm&type=5


                              NEW QUESTION # 190
                              ......

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