PLAT-ADMN-201 Exam Questions

A Platform Administrator at Cloud Kicks is trying to set up a new user but receives an error about a duplicate username when trying to save the user record. What is causing this er...

Universal Containers (UC) customers have provided feedback that their support cases are not being responded to quickly enough. UC wants to send all unassigned cases that have been...

When a qualified lead is converted, what happens to its related records?

A Platform Administrator deactivates an agent to add a new topic and action. What happens to any ongoing user conversations with the agent?

At Cloud Kicks, when a rep needs to seek additional support help, there's a series of actions the company wants to ensure are taken. The steps include sending an email and changing...

There are multiple system administrators at Cloud Kicks that make configuration changes. Which tool gives the system administrators the ability to track these changes?

A salesperson complains that the Log a Call button is missing from the highlights panel of an Opportunity page. What is the reason for this?

Which feature gives a sales team the ability to prioritize deals with recent updates in the List view and Kanban view?

In an approval process, which feature allows a user to temporarily assign their approval responsibilities to another user for a predefined time period?

A sales team is having difficulty understanding which stage their opportunity is in and what the company sales process requires of them in that stage. Which feature should a Platfo...

The sales reps at Cloud Kicks should be able to report on each other's account and opportunity records with the organization-wide default for Account and Opportunity both set to Pr...

Ursa Major Solar wants to see collaboration and updates across various Chatter groups, records, and announcements from the CEO in a single place. What should a Platform Administrat...

What are three characteristics of a master-detail relationship?

Universal Containers wants to track all stakeholders involved in its sales opportunities to ensure proper relationship management. Sales reps need to identify who has decision-maki...

A Platform Administrator at Cloud Kicks needs to temporarily remove one dashboard from a shared folder with several dashboards to make some required changes. How should the adminis...

The VP of sales at AW Computing would like sales reps to check in with their top account every Monday. The VP would like a dashboard component to show the status of the check-ins....

In an approval process, what happens when a queue is selected as the approver?

The call center manager at Ursa Major Solar wants to provide agents with a case dashboard that can be drilled down by case origin, status, and owner. What should a Platform Adminis...

A Platform Administrator is building an agent to help an ecommerce support team. The agent needs to call an action, named updateShippingAddress, that modifies a customer's shipping...

An agent is being developed with several actions that all retrieve information from different databases. A Platform Administrator has named the actions as follows: GetCustomerInfo,...

A Platform Administrator at Universal Containers is trying to deactivate a user who has left the company but is unable to do so. What is preventing the administrator from deactivat...

A Platform Administrator at Ursa Major Solar imported records into an object by mistake. Which two tools should the administrator use to undo this import?

What is the next step an agent performs when the tasks within an agentic loop are all unsatisfactory?

The sales and service teams at Cloud Kicks would like to have more visibility into their pipeline and stay on top of every case. A Platform Administrator needs to quickly create da...

Cloud Kicks wants Agentforce to adapt its behavior based on real-time customer input. Which feature directly enables this capability?

Which action should a Platform Administrator configure to reverse a submitted approval request and unlock the associated record when setting up an approval process?

Which component of an approval process defines the chain of approval, determines which records can advance, and specifies where to assign approval requests?

Cloud Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value field. Which feature should a Platform Adminis...

Universal Containers wants to ensure that cases are routed to the right people at the right time, but there is a growing support organization. The business wants to be able to move...

Cloud Kicks is concerned that not everyone on the sales team is entering key data into accounts and opportunities that they own. Also, the team is concerned that if the key informa...

Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes wil...

Cloud Kicks has hired a new sales executive who wants to implement a document merge solution in Salesforce. How should a Platform Administrator implement this solution?

How should a Platform Administrator view Currencies, Fiscal Year settings, and Business Hours in Salesforce?

A VP of sales needs to report on records owned by individuals in various parts of the role hierarchy. The organization-wide default is set to Private. What should a Platform Admini...

A Platform Administrator at Cloud Kicks has created an approval process for time-off requests. Which two automated actions are available for the administrator to add as part of the...

At Cloud Kicks, sales reps use discounts on the opportunity record to help win sales on particular products. When an opportunity is won, they then have to manually apply the discou...

A Platform Administrator at Cloud Kicks is setting up a new Salesforce instance. The business requirements mandate that the marketers are given access to opportunities in order to...

Cloud Kicks has implemented an Employee Agent to answer benefits questions for its employees. How should a Platform Administrator prevent the agent from responding to staff members...

Northern Trail Outfitters has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on thei...

Cloud Kicks wants to leverage roll-up summaries on the Account object. Which standard object supports this roll-up summary natively?

Which two actions should a Platform Administrator perform with Case escalation rules?

Northern Trail Outfitters wants emails received from customers to generate cases automatically. How should a Platform Administrator ensure that the emails are sent to the correct q...

Leadership at Cloud Kicks wants to go beyond knowing how long a case has been open for, to knowing how long a case has sat with different teams. Which tool gives a Platform Adminis...

A Platform Administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and...

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 Platf...

Universal Containers wants to implement collaborative selling where multiple roles work together on customer accounts. Sales reps need full access to their assigned accounts, while...

A Platform Administrator wants to customize the navigation menu for users in the Salesforce mobile app. The organization has not yet implemented any Lightning apps for mobile use....

At Cloud Kicks, cases are being assigned a default Case Owner and showing a Created By and Last Modified By that is not expected. The company wants to change this to an integration...

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....

A Platform Administrator needs to create a new prompt template to automatically summarize customer cases for a sales team. The administrator wants to dynamically populate the respo...