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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • 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.
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
  • 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 4
  • 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 5
  • 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 (Q63-Q68):

NEW QUESTION # 63
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: B

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 # 64
users at Northern Trail Outfitters have a lot of fields on their new account records because they track their accounts and competitors on the Account object. For accounts created for customers, they need access to different fields than the accounts used to track competitors. For partner accounts, they need different values in the Industry field.
What should the administrator use to resolve the issues?

Answer: C

Explanation:
record types allow administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By using record types for accounts and contacts at AW Computing, administrators can track their accounts and competitors on different record types with different fields on their page layouts. For partner accounts, they can also use record types to specify different values in the Industry picklist field. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5


NEW QUESTION # 65
Cloud Kicks users need to link multiple Case records to multiple Outcome records stored in a custom object.
Any user that can view the Case record must be able to create a link. The administrator creates a Case Outcome custom object.
What is the recommended option to use when adding a field to Case Outcome?

Answer: C

Explanation:
A lookup relationship with Read/Write sharing setting is the recommended option to use when adding a field to Case Outcome custom object. A lookup relationship is a type of relationship that links two objects together and allows users to associate one record with another. A lookup relationship does not affect the security or deletion of either record and can be optional or required. In this case, you can create a lookup relationship field on Case Outcome object that references Case object and allows users to link multiple Case records to multiple Case Outcome records. You can also set the sharing setting for the lookup field to Read/Write, which means that users who have access to the parent record can also access and edit the child record. References:
https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5 https://help.salesforce.com
/s/articleView?id=sf.relationships_considerations_lookup.htm&type=5


NEW QUESTION # 66
At Cloud Kicks, users are able to run reports. However, when users try to export a report, they are taken to a login screen and prompted for additional verification.
What is causing this issue?

Answer: B

Explanation:
A high assurance session is a type of session security level that requires users to verify their identity using a second factor of authentication, such as Salesforce Authenticator, a verification code, or a security key.
Administrators can configure certain actions or permissions to require a high assurance session, such as exporting reports, viewing encrypted data, or accessing connected apps.
If users are able to run reports but are taken to a login screen and prompted for additional verification when they try to export a report, it could be because exporting is configured to require a high assurance session.
This means that users need to use a second factor of authentication to export reports, even if they have already logged in with their username and password. References: https://help.salesforce.com/s/articleView?id=sf.
identity_verification.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.security_sessions.
htm&type=5


NEW QUESTION # 67
Cloud Kicks (CK) has introduced its new Alpha Shoe line. Customers create cases from CK's website.
Managers receive a report of all cases created last week. Managers would like a way to easily see in the report if the customer refers to the new shoe line in the case subject.
How should the system administrator modify the report meet this request?

Answer: B


NEW QUESTION # 68
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