PLAT-ADMN-201 Exam Questions

Universal Containers (UC) has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules are not used. A sales rep at UC leaves the company,...

Cloud Kicks uses the standard Account Type field to indicate different account tiers. Users find this confusing, so management has asked that the field be changed to read "Tier" on...

A Platform Administrator is building an agent to nurture leads. How does Agentforce SDR help?

Universal Containers' Platform Administrator has been asked to create a many-to-many relationship between two existing custom objects. Which two steps should the administrator take...

A Platform Administrator at Universal Containers has a screen flow that helps users create new leads. When Lead Source is "Search Engine", the administrator needs to require the us...

The Activity Timeline is missing from the Account record page. What should a Platform Administrator do to correct this?

A Platform Administrator wants to limit the kinds of reports their users can create. Which tool should the administrator use?

Agentforce is escalating cases to the support team, but the support team complains they have no context and have to ask the customer to repeat everything. Which configuration issue...

A Platform Administrator creates a custom text area field on the Account object and adds it to the service team's page layout. The service team manager loves the addition of this f...

A Platform Administrator at Ursa Major Solar wants to add prepopulated subjects for Tasks and Events. Tasks should have the subjects "Schedule Site Visit" and "Send Contract", whil...

Ursa Major Solar's Platform Administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be res...

A Platform Administrator at Cloud Kicks would like to use Salesforce to start tracking details around its marketing efforts. They would like to track details around emails, trade s...

A Platform Administrator created a new prompt template and is testing it. Every time the administrator tests the template, it gives a different response. Why is the prompt template...

Management at Universal Containers would like to share dashboard components with their team in Chatter but currently does not have access to this capability. How should a Platform...

Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which thr...

What is an Agentforce use case in a sales organization?

Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which two options meet this requirement?

A Platform Administrator at Cloud Kicks has a flow in production that is supposed to create new records. However, no new records are being created. What is causing the issue?

A sales manager receives a URL to a Dashboard folder containing several dashboards. However, when the sales manager clicks on the URL, a message appears stating, "We couldn't find...

A Platform Administrator needs to configure an approval process for the sales team when opportunities that meet particular conditions are closed. How should the administrator make...

A Platform Administrator has reviewed an upcoming critical update. How should the administrator proceed with activation of the critical update?

A Platform Administrator assigned a custom profile based on the Minimum Access named Salesforce profile to a group of new users and assigned them several existing permission sets....

The VP of sales at Cloud Kicks has a standard sales profile and is receiving an error message that prevents them from saving an opportunity. A Platform Administrator attempted the...

A Platform Administrator at Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visib...

A Platform Administrator is creating a new action instruction for an agent. This action, named createCase, is designed to generate a new Salesforce Case record based on the user's...

Cloud Kicks has a custom object called Shipments. The company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain. Whi...

Northern Trail Outfitters uses a custom Invoice object to collect customer payment information from an external billing system. The Billing System field needs to be filled in on ev...

Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be rendered as Closed Lost. Which automation solution sh...

A user is unable to relate a task to the Course custom object. What should a Platform Administrator do to allow tasks to be related to courses?

Ursa Major Solar (UMS) wants a place within Salesforce to discuss sensitive records. UMS would like to be able to add new members but does not want non-members to be able to see an...

Marketing users at Cloud Kicks have been completing the Lead Source field inconsistently, with values like Web, Website, and Online. To ensure data quality, a Platform Administrato...

Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK has an automated business process it wants to run once a week to count the number of open...

Which two solutions is a Platform Administrator able to find on AppExchange to enhance their organization?

Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity? Which tool should a Platform Administrator use to mee...

A sales rep wants to be able to categorize multiple picklist values into a single value on a report. Which option should a Platform Administrator suggest to the sales rep to accomp...

Northern Trail Outfitters has a new flow that automatically sets field values when a new account is created. The flow is launched by a process, but the flow is not working properly...

A sales rep has left the company, and a Platform Administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the team as is. Which to...

Ursa Major Solar has its business hours set from 9:00 AM to 5:00 PM for the reps that are on Pacific Time. The reps on Eastern Time need business hours set to start 3 hours earlier...

A new agent is being developed to help customer service reps process customer requests for a replacement product. The agent needs to call an action that takes two inputs: productId...

The sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing. Whic...

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 cli...

Users at DreamHouse Realty are only allowed to see opportunities they own. Leadership wants an enterprise-wide dashboard of all open opportunities in the pipeline so that users can...

A Platform Administrator at Cloud Kicks has a custom picklist field on Lead, which is missing on the Contact when leads are converted. Which two steps should the administrator take...

A sales manager at DreamHouse Realty wants sales users to have a quick way to view and update the opportunities in their pipeline expected to close in the next 90 days. What should...

DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generates leads for loans. DHR needs to complete the project within 30 days and has maxed out its...

Which task is especially suited for Agentforce?

A Platform Administrator at Universal Containers is asked to restrict login access for users to specific hours and specific IP addresses to help minimize the risk of bad actors get...

Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation. Which feature should a Platfor...

DreamHouse Realty has an approval process. A manager attempts to approve a record but receives an error. What should a Platform Administrator do to troubleshoot this issue?

A Platform Administrator needs to enable Agentforce for the service team. What is the most critical prerequisite for ensuring the Service Agents have a complete and accurate view o...