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Salesforce Plat-Admn-301 Exam Syllabus Topics:

Topic	Details
Topic 1	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 2	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.
Topic 3	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 4	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 5	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.

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Salesforce Certified Platform Administrator II Sample Questions (Q161-Q166):

NEW QUESTION # 161
As part of their yearly audit, the compliance team at Cloud Kicks would like to track when a user's profile has been changed and who changed the data.
What should the administrator review to meet this requirement?

A. Setup Audit Trail
B. Field History Tracking
C. Analytic Snapshot
D. Historical Trending

Answer: A

Explanation:
The Setup Audit Trail is a tool that allows you to view and download a log of changes made in your org's Setup area. The log shows up to 20 fields of information for each change, such as who made it, when it was made, what type of change it was, and what values were changed. You can use the Setup Audit Trail to track configuration changes directly in production and identify any unauthorized or problematic changes. One of the changes that the Setup Audit Trail tracks is when a user's profile is changed and who changed it. This means that you can use the Setup Audit Trail to see when a user's profile has been changed and who changed the data. References: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm&type=5

NEW QUESTION # 162
An auto-response rule sends en email using Template when the field Case Source Is 'email' and Template when Case Source is blank. A Process Builder updates Case Source to 'email' when a case is created using Email-to-Case and to web' when a case Is created using Web-to-Case. Otherwise, Case Source Is blank.
What will occur when a case is created from an Incoming email?

A. An email la sent out using Template and then Case Source updates to 'email'.
B. Case Source updates to 'email' and an email is sent out using Template2.
C. An email is sent out using Template and then Case Source updates to email'.
D. Case Source updates to email and an email Is sent out using Template1.

Answer: B

Explanation:
Case Source updates to 'email' before the record is saved because the Process Builder runs before the auto- response rule. Then, an email is sent out using Template2 because the auto-response rule evaluates the Case Source value after it is updated by the Process Builder and matches the criteria for Template2

NEW QUESTION # 163
Cloud Kicks has o custom object called Membership Details that records information about customers' preferences for their memberships. Depending, on the membership level, different data needs to be displayed.
* when cue running user has the Market no profile, all data should be visible.
* When the running user has the Support profile, only the Support preference fields should be visible.
* Both Marketing and Support users should be able to report on all data.
How should the administrator deliver this solution?

A. Create two record types und two page layouts.
B. Use Field-Level Security to control data access.
C. Make a permission set with a Muting permission.
D. Set up Dynamic forms to conditionally show data.

Answer: D

Explanation:
Use Field-Level Security to control data access is how the administrator should deliver this solution. Field- Level Security is a way to restrict users' access to view or edit specific fields on an object based on their profile or permission set. Field-Level Security can be used to make fields visible or hidden, and editable or read-only for different users. By using Field-Level Security, the administrator can ensure that only Marketing users can see all data on the Membership Details object, while Support users can only see the Support preference fields.

NEW QUESTION # 164
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 after the record is saved.
B. Create a schedule-triggered flow for the Opportunity object. Configure the trigger to flow daily.
C. Create a record-triggered flow with scheduled paths. Configure the trigger to flow before the record is saved.
D. Create a schedule-triggered flow. Configure the trigger to flow weekly.

Answer: A

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 # 165
AW Computing it running a special bundle deal on monitors and keyboards. Normally, discounts need VP approval, but this special bundle is pre-approved.
What should the administrator recommend for these requirements?

A. Create a separate price book.
B. Implement CPQ.
C. Enable Subscriptions.
D. Remove the approval process.

Answer: B

Explanation:
A price book is a list of products and their prices for a specific segment of customers or market. By creating a separate price book for the special bundle deal on monitors and keyboards, AW Computing can offer different prices for these products without affecting their standard prices or requiring VP approval. The price book can also specify which products are included in the bundle and which are not. References: https://help.salesforce.
com/s/articleView?id=sf.products_pricebooks_def.htm&type=5

NEW QUESTION # 166
......

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