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質問 # 102
Senior leadership wants to be notified of any opportunities over $250,000 with more than a 75% probability of closing. Which feature should a Platform Administrator set up to facilitate this?
正解:C
解説:
Big Deal Alerts are a specialized, "out-of-the-box" notification feature specifically for the Opportunity object. This tool allows a Platform Administrator to define a threshold based on "Amount" and "Probability." When an opportunity is created or updated and meets these thresholds (in this case, >$250k and >75%), Salesforce automatically sends an email notification to a specified user or a list of stakeholders. This is the most efficient way to meet the requirement because it is a native feature designed exactly for high-value deal visibility. While Reports and Dashboards (Option C) can display this data, they are "pull" mechanisms that require leadership to actively check them, whereas a Big Deal Alert is a "push" mechanism that ensures immediate awareness. Guidance for Success (Option A) provides tips within a sales path, and Similar Opportunities (Option D) helps reps find related deals, but neither is designed for automated leadership notifications.
質問 # 103
Cloud Kicks wants to ensure that every client has support based on the level of service that has been agreed on in the sales cycle. There are tiers to this support model, Gold, Silver, and Bronze. What should a Platform Administrator create to ensure that this is part of every client's account once they become a client?
正解:A
解説:
To manage different levels of support service (Gold, Silver, Bronze), Salesforce uses the Entitlement Management feature. An "Entitlement" defines the specific type of support a customer is eligible for. To "ensure that this is part of every client's account" automatically, a Platform Administrator should use Flow Builder. A record-triggered flow can be set to run whenever an Account is updated to "Customer" status or when a specific "Service Level" field is populated. The flow can then automatically create or link an Entitlement record to that Account. This ensures that when a new case is opened, the support agent immediately sees the SLA (Service Level Agreement) associated with that customer. Routing Configurations (Option B) and Assignment Rules (Option D) handle who gets the case, but they do not define the level of service. Email-to-Case (Option C) is an intake method, not a service-level tracking tool.
質問 # 104
The client services and customer support teams share the same profile but have different permission sets. The custom object Retention related list needs to be restricted to the client services team on the Lightning record page layout. What should a Platform Administrator use to fulfill this request?
正解:A
解説:
When users share the same profile but require different user interface experiences, Component Visibility is the most effective tool. In the Lightning App Builder, the administrator can select the
"Related List" component (or a "Related List - Single" component for Retention) and add a visibility filter. The filter can be set to "User > Permission > Custom Permission" or "User > Profile," but since they share a profile, the best approach is to filter based on a Permission Set or a specific user field. This allows the Retention list to be visible only to the Client Services team members while remaining hidden for the Customer Support team, even though they are looking at the same record. Page Layout Assignment (Option A) and Record Type Assignment (Option C) are profile-based and would not work since the teams share a profile. Sharing Settings (Option D) control access to the data itself, but the request specifically asks to hide the UI element (the related list).
質問 # 105
Which two data loss considerations should a Platform Administrator keep in mind when changing a custom field type from Text to Picklist?
正解:B、C
解説:
Changing a field type is a significant configuration change that can have downstream impacts.
When converting from Text to Picklist, a Platform Administrator must be aware of two critical consequences:
List View Deletion: Any list views that use that specific custom field as a filter will be automatically deleted or the filter will be removed. This happens because the filter logic for a text field (which uses operators like "contains") is fundamentally different from a picklist (which uses "equals").
Automation Impact: Assignment rules, escalation rules, and validation rules that reference the field may be disabled or function incorrectly. Because these automations rely on specific text strings, changing the field to a picklist requires the administrator to manually review and update the logic to ensure it aligns with the new picklist values.
Option A is incorrect because Salesforce does not automatically update code references. Option C is incorrect because data loss can still occur if existing text values do not exactly match the new picklist entries.
質問 # 106
The Cloud Kicks CFO requires any opportunity over $100,000 to be automatically sent to them, so they can sign off on the record before the deal closes. Which feature should a Platform Administrator use to fulfill this requirement?
正解:D
解説:
The requirement to have a record "signed off" by a specific individual (the CFO) based on a dollar threshold is a classic use case for an Approval Process. While the "Submit for Approval" button (Option A) allows a user to manually start the process, the prompt specifies that the process should happen "automatically". To achieve this automation, the Platform Administrator should use Flow Builder to trigger the approval process. A Record-Triggered Flow can be set to run when an Opportunity is created or updated and meets the criteria (Amount > $100,000). The flow would then use the "Submit for Approval" action to launch the record into the predefined approval process without requiring the sales rep to click a button. Einstein Next Best Action (Option B) is a recommendation tool, not a workflow enforcement tool. Apex Triggers (Option C) could perform this task, but Salesforce best practices recommend using "clicks not code" (Flow) whenever possible for such requirements. Using Flow to launch an Approval Process provides the necessary automation, routing, and audit trail the CFO requires
質問 # 107
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