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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Objects and Applications: This section of the exam measures the skills of a Salesforce Business Analyst and covers selecting appropriate object and application-level solutions to meet business needs. It focuses on identifying when to use master-detail relationships, lookups, junction objects, related lists, record types, Schema Builder, and Object Creator. The section also includes improving UI and user experience using App Manager, Lightning App Builder, Dynamic Forms, standard Lightning components, console apps, and tools like the Lightning page analyze button.
Topic 2
  • 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 3
  • Environment Management and Deployment: This section of the exam measures skills of Salesforce Administrator and covers moving metadata between environments using tools such as sandboxes, change sets, and managed or unmanaged AppExchange packages. It explains the capabilities and best practices related to deploying changes through change sets to ensure smooth and controlled migrations.
Topic 4
  • 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 (Q33-Q38):

NEW QUESTION # 33
The security department at AW Computing wants to prevent users from exporting more data than they need.
Included in this request is limiting records containing sensitive information, such as bank accounts and Personal Identifiable Information (PII).
Which feature should an administrator recommend to help limit what data is exported?

Answer: C

Explanation:
To limit data exports, especially for sensitive information, Export Data Settings in Salesforce are specifically designed to control user access to export data. These settings allow administrators to restrict who can export data from Salesforce, helping to protect sensitive information like bank accounts and Personal Identifiable Information (PII).
* Export Data Settings:
* Salesforce provides administrators with the ability to manage permissions related to data export functions. This includes restricting access to tools like Data Export, Data Loader, and Report Exports.
* By limiting these permissions, administrators can control which users are allowed to export data, thereby reducing the risk of sensitive data, such as PII, being exported by unauthorized individuals.
* This is particularly useful for ensuring that only designated roles or users can export data, as per the organization's data security policies.
* Specific Use Case for Sensitive Information:
* In a scenario where the focus is on preventing unnecessary access to sensitive information, Export Data Settings directly target the ability to export data and can be customized based on the security needs of the organization.
* By disabling or limiting export permissions for specific profiles or roles, AW Computing can better manage the risk associated with handling sensitive data.
Incorrect options:
* Salesforce Platform Encryption: While it protects sensitive data at rest by encrypting fields and files, it does not control export capabilities or prevent users from exporting data.
* Salesforce Shield: This suite includes event monitoring, encryption, and audit trail features, which enhance security but do not specifically limit export permissions.
* Muted Permission Sets: These are used to restrict permissions in permission set groups but are not designed to manage or limit data export capabilities directly.
In conclusion, Export Data Settings offer the most precise control over data export capabilities in Salesforce, making it the best solution to meet the security department's requirement.
Reference: According to Salesforce documentation, administrators can utilize Export Data Settings to manage and restrict data export permissions across the organization


NEW QUESTION # 34
DreamHouse Realty wants to notify an assigned agent when an appointment Is booked on a custom object for one of their listed homes along with the total number of appointments booked so far. The administrator has configured a Roll-up Summary for the number of appointments as well as a flow to detect the creation of a new appointment and send the information to the agent.
What consideration about process automation should the administrator be aware of to ensure the right Information is delivered?

Answer: D

Explanation:
Roll-up Summary calculations are performed after processes and workflows are executed, which means that any changes made by processes or workflows will not be reflected in the roll-up summary field until after the transaction is committed. This could cause inaccurate or outdated information to be delivered to the agent if the flow relies on the roll-up summary field value.


NEW QUESTION # 35
Cloud Kicks tracks project details in a custom Project object. Project Milestones are tracked in a second custom object, with a reference to the parent Project record. Users need to automatically create a standard set of related Project Milestones when a Project record is created.
What is the recommended automation solution?

Answer: D

Explanation:
An after-save autolaunched flow is a type of flow that runs in the background when a record is saved and performs actions based on the record data or changes. An after-save autolaunched flow does not require user input or interaction and can be triggered by a record-triggered flow element or by an Apex trigger. In this case, you can create an after-save autolaunched flow that runs when a Project record is created and creates a standard set of related Project Milestone records based on predefined values or variables. References:
https://help.salesforce.com/s/articleView?id=sf.flow_trigger_types.htm&type=5 https://help.sales


NEW QUESTION # 36
An administrator has a request to write a report listing accounts that have sales from this year and that have a completed activity in the last 30 days.
What reporting feature should the administrator employ to provide only the list of accounts, without listing the details of the opportunities?

Answer: D

Explanation:
A cross-filter lets you filter records based on related objects and their fields. For example, you can filter accounts that have at least one opportunity from this year and at least one completed activity in the last 30 days. References: https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.htm&type=5


NEW QUESTION # 37
DreamHouse Realty (DR) wants to ensure that its data is protected. There have been several recent attempts to phish employees.
What should DR do to help ensure that the user that is logged in is the right user when the running user is trying to view reports and dashboards?

Answer: C

Explanation:
To help ensure that users who are viewing reports and dashboards are who they say they are, DR should require a high assurance session when exporting or printing reports and dashboards. A high assurance session requires users to verify their identity using multi-factor authentication before accessing sensitive data or functionality in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.
security_high_assurance_session_level.htm&type=5


NEW QUESTION # 38
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