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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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 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
  • 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 4
  • 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.

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Salesforce Certified Platform Administrator II Sample Questions (Q201-Q206):

NEW QUESTION # 201
The administrator at Universal Containers does a soft launch of the Salesforce Authenticator app and allows users to optionally use it to log In. The administrator would now like to look at how many users have successfully used it since It was rolled out.
What are two ways the administrator can get this Information?
Choose 2 answers

Answer: B,D

Explanation:
Salesforce Authenticator is an app that adds an extra layer of security for logging into Salesforce by requiring users to verify their identity using their mobile device after entering their username and password on Salesforce login page. To see how many users have successfully used Salesforce Authenticator since it was rolled out, an administrator can use two methods:
* A) Create a new view In Identity Verification History, specifying Method.
Identity Verification History is a tool that shows information about each identity verification event for users in your org, such as the date and time, the verification method used, the IP address, and the status of the verification. By creating a new view in Identity Verification History and specifying the method as Salesforce Authenticator, an administrator can see how many users have used the app to verify their identity when logging in. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_history.
htm&type=5
* D) Export Login History and filter based off of Authentication Method Reference.
Login History is a tool that shows information about each login attempt for users in your org, such as the date and time, the username, the source IP address, the login type, and the status of the login. By exporting Login History as a CSV file and filtering based on the Authentication Method Reference column, an administrator can see how many users have used Salesforce Authenticator as their authentication method when logging in.
References: https://help.salesforce.com/s/articleView?id=sf.monitoring_login_history.htm&type=5


NEW QUESTION # 202
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?

Answer: B

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 # 203
An administrator has found a free app on the AppExchanged and would like to install it.
Which three items should the administrator take to consideration before installed he managed package?
Choose 3 answers

Answer: A,B,C

Explanation:
A managed package is a type of app that can be installed from the AppExchange. Managed packages are typically created by ISV partners or developers who want to distribute and sell applications that are upgradeable and have intellectual property protection. Before installing a managed package, an administrator should consider the following:
* A) Custom objects and custom fields used by the app count against the org's limits.
Managed packages may include custom objects and custom fields that are used by the app. These custom objects and custom fields count against the org's limits and may affect the performance or functionality of the org. Administrators should review the components and requirements of the app before installing it and make sure they have enough space and resources for the app. References: https://help.salesforce.com/s/articleView?
id=sf.packaging_limits.htm&type=5
* C) Apps may require certain Salesforce editions or features to be enabled.
Managed packages may require certain Salesforce editions or features to be enabled in order to work properly.
For example, some apps may require Lightning Experience, API access, custom permissions, or specific user licenses. Administrators should check the app's description and documentation before installing it and make sure they meet the prerequisites for the app. References: https://help.salesforce.com/s/articleView?id=sf.
packaging_install.htm&type=5
* D) Apps may require external, third-party web services to function properly.
Managed packages may require external, third-party web services to function properly. For example, some apps may integrate with other platforms or systems such as Google Maps, PayPal, or Twilio. Administrators should check the app's description and documentation before installing it and make sure they understand the implications and costs of using external web services. References: https://help.salesforce.com/s/articleView?
id=sf.packaging_install.htm&type=5


NEW QUESTION # 204
AW Computers has created a custom field called Government ID on a custom object. Most users with a custom Sales profile should be unable to access this field. A select group of Sales users called the Institutional Team should be able to access the Government ID field via reports.
How should an administrator accommodate this request?

Answer: C

Explanation:
A permission set is a collection of settings and permissions that give users access to various tools and functions in Salesforce. A permission set can be used to extend users' functional access without changing their profiles. You can assign permission sets to individual users or groups of users based on their business needs. In this case, you can create a permission set with Read access to the Government ID field on the custom object and assign it to the Institutional Team users who need access to this field via reports.
References: https://help.salesforce.com/s/articleView?id=sf.perm_sets_overview.htm&type=5 https://help.
salesforce.com/s/articleView?id=sf.perm_sets_create.htm&type=5


NEW QUESTION # 205
Ursa Major Solar's administrator has configured multiple record-triggered flows to run before or after the record is saved on the Account object.
What should the administrator consider when a record-triggered flow executes first?

Answer: A

Explanation:
The order in which record-triggered flows are executed is not guaranteed. If there are multiple record- triggered flows on the same object and trigger type, Salesforce does not guarantee which one runs first.
Therefore, the administrator should consider this when designing record-triggered flows that depend on each other's outcomes. References: https://help.salesforce.com/s/articleView?id=sf.flow_concepts_trigger_order.
htm&type=5


NEW QUESTION # 206
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