PLAT-ADMN-201 Question #99: Real Exam Question with Answer & Explanation

Question

A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and series. How should a Platform Administrator set up the Campaign to simplify reporting?

Options

• ACreate individual Campaigns that all have the same name.
• BConfigure Campaign Member Statuses to record which event Members attended.
• CUse Campaign Hierarchy where the monthly events roll up to a parent Campaign.
• DAdd different record types for the monthly event types.

Explanation

Using Campaign Hierarchy lets the admin create a parent Campaign representing the series, with individual monthly event Campaigns as children - Salesforce then automatically rolls up key metrics (leads, opportunities, ROI) from child to parent, enabling reporting at both the monthly and series level in a single structure.

Why the distractors are wrong:

• A - Giving campaigns the same name creates confusion and doesn't establish any structural relationship for roll-up reporting; Salesforce won't aggregate them automatically.
• B - Campaign Member Statuses track attendance state (e.g., "Attended" vs. "No-Show") for individuals within a single campaign, not cross-campaign ROI aggregation.
• D - Record types differentiate campaign layouts and picklist values by category, not reporting hierarchies; they don't enable roll-up metrics between campaigns.

Memory tip: Think of Campaign Hierarchy like a folder structure - the parent "folder" (series) automatically tallies everything inside its child "folders" (monthly events). Whenever an exam question mentions reporting at multiple levels (by month AND by series), that's your signal to reach for Hierarchy.

No community discussion yet for this question.