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Salesforce Plat-Admn-301 Exam Syllabus Topics:

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

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                                                                        Salesforce Certified Platform Administrator II Sample Questions (Q87-Q92):

                                                                        NEW QUESTION # 87
                                                                        An administrator has been tasked with sending an email notification to all project team members when project status is changed to Allocated. Project teams contain users from different departments and different roles.
                                                                        How should an administrator ensure the proper users will receive the email?

                                                                        Answer: C

                                                                        Explanation:
                                                                        Public groups let you share records with a set of users defined by criteria such as role, profile, or individual users. You can use public groups as recipients for email alerts in workflow rules or process builder.
                                                                        References: https://trailhead.salesforce.com/en/content/learn/modules
                                                                        /administration_essentials_for_new_admins_in_lightning_experience
                                                                        /administration_essentials_for_new_admins_in_lightning_experience_security_sharing


                                                                        NEW QUESTION # 88
                                                                        AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but is unable to do so. The administrator has already updated the page layout to no longer require an Account.
                                                                        What could be the issue?

                                                                        Answer: C

                                                                        Explanation:
                                                                        A primary account relationship is a feature that allows you to link a contact to a single account as its primary account. A primary account relationship is required on a contact regardless of the page layout settings or the contact to multiple accounts feature. This means that you cannot remove the primary account from a contact, but you can change it to another account. You can also add secondary accounts to a contact if you have enabled the contact to multiple accounts feature. References: https://help.salesforce.com/s/articleView?id=sf.
                                                                        contacts_multiple_accounts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.contacts_fields.
                                                                        htm&type=5


                                                                        NEW QUESTION # 89
                                                                        The sales manager at Cloud Kicks (CK) wants to make sure the accounts that CK serves are happy. One way they track this is by how many open cases an account has with CK. The sales manager asks CK's administrator to build a report to show Accounts with Open Cases.
                                                                        What report type would this be?

                                                                        Answer: A

                                                                        Explanation:
                                                                        A joined report is a type of report that allows you to create multiple report blocks that provide different views of your data. Each report block can have its own fields, columns, sorting, and filtering. A joined report can only be created from summary or matrix reports. You can use a joined report to show data from different report types or data sources on a single report. In this case, you can use a joined report to show Accounts with Open Cases by creating two report blocks: one for accounts and one for cases with a filter for open status.
                                                                        You can then join the two blocks by a common field such as Account ID or Account Name. References:
                                                                        https://help.salesforce.com/s/articleView?id=sf.reports_joined_format.htm&type=5 https://help.salesforce.com
                                                                        /s/articleView?id=sf.reports_examples_joined.htm&type=5


                                                                        NEW QUESTION # 90
                                                                        AW Computing has several service plans it offers with its laptops. Management wants the sales team to focus on bringing in new business and to have the creation of the renewal opportunity for the service plans happen automatically.
                                                                        What approach should the administrator take to automate the renewal process7

                                                                        Answer: C

                                                                        Explanation:
                                                                        To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won. References: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm&type=


                                                                        NEW QUESTION # 91
                                                                        A user is getting an error when attempting to merge two accounts. The administrator checks the profile to see the user has Read/Write permission on Accounts and is the owner of both records.
                                                                        What is preventing the user from completing the merge?

                                                                        Answer: D

                                                                        Explanation:
                                                                        The Delete permission is missing on the user for Accounts is what is preventing the user from completing the merge. Merging accounts is a way to combine up to three duplicate accounts into one master record and update the related records accordingly. Merging accounts requires the Delete permission on accounts because merging accounts involves deleting the duplicate records and keeping only the master record.


                                                                        NEW QUESTION # 92
                                                                        ......

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