PLAT-ADMN-201 Exam Questions

A Platform Administrator at Cloud Kicks has set up a junior administrator as a delegated administrator in Salesforce. What should the Platform Administrator consider regarding dele...

Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. Whe...

What are two capabilities of Salesforce Knowledge? Choose 2 answers.

A Delegated Administrator at Universal Containers cannot edit the Created Date field for the Account record. What reason should the System Administrator give for why this is occurr...

Ursa Major Solar is adding objects to a custom report type. How many objects, maximum, can be added to this report type?

Cloud Kicks wants to make sure clients are getting the attention they need and cases are not sitting longer than the Service Level Agreement (SLA) it has with its clients. Which st...

A Platform Administrator has been asked to change the data type of an auto number to a text field. What should the administrator be aware of before changing the field?

A Platform Administrator is designing a prompt template for a new agent. The agent's purpose is to help service reps troubleshoot technical issues by providing concise, step-by-ste...

Users have reported that the new Lightning account record page is loading very slowly. Which feature should a Platform Administrator use to determine the cause of the performance i...

A group of sales reps can view each other's orders on a report; however, they would like a report to view just their own orders. What should a Platform Administrator do to set up a...

When Agentforce performs its grounding check, it examines source information, the topic instructions, and scope. Which additional information does the agent look for during its gro...

Cloud Kicks needs to change the owner of a case when it has been open for more than 7 days. What should a Platform Administrator use to complete this requirement?

Cloud Kicks has three teams of customer service reps that use a custom field on the Case object to populate the team assigned to manage the tickets. The customer support manager wo...

Cloud Kicks has the organization wide defaults for Opportunity set to Private. Which two features should a Platform Administrator use to open up access to opportunity records for s...

A Platform Administrator is adding a new topic to an agent. What is best practice for topic instructions?

A Platform Administrator at Cloud Kicks has a request from the finance team that all won opportunities over a certain value must be checked for accuracy before the deal can be cons...

Cloud Kicks wants users to only be able to choose the opportunity stage Closed Won if the Lead source has been selected. How should a Platform Administrator accomplish this goal?

The administrator at Universal Containers is creating a flow with several steps. How can the administrator check their work as they are developing the flow?

Which two actions allow the System Administrator to limit Chatter access during roll-out to a subset of Salesforce users? Choose 2 options.

A user's profile can be controlled by which three settings? Choose 3 options.

A Platform Administrator at Cloud Kicks received a request from the head of sales operations to create a process in which opportunities must be validated by specific team leaders b...

Users at Cloud Kicks want to see information that is more useful for their role on the Case page. How should a Platform Administrator make the pages more dynamic and easier to use?

A sales rep has a list of 300 accounts with contacts that they want to load at one time. Which tool should a Platform Administrator utilize to import the records to Salesforce?

Cloud Kicks is working on a rebrand. In which two areas of the Salesforce mobile app can a Platform Administrator customize the branding?

Which two data loss considerations should a Platform Administrator keep in mind when changing a custom field type from Text to Picklist?

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, Sil...

What are three characteristics of a master-detail relationship?

A Platform Administrator for Cloud Kicks needs to ensure that only the financial records belonging to each individual user are visible on the report in order to meet scope of the d...

One of the sales managers at Universal Containers will be going on leave for several months. The executives want to make sure the sales manager does not log in to Salesforce while...

Universal Containers regularly imports Accounts from an external order system that has its own ID field for each record. What should the System Administrator do to help prevent dup...

How can multiple Campaign records be associated with a single Opportunity?

Ursa Major Solar is using products and price books. Which two items should an administrator take into considerations about these features? Choose 2 options.

Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. Managers and directors need to review this process. Which two tools should a...

Cloud Kicks has been seeing exponential growth and will be hiring an additional 10 sales reps and 15 support reps to its teams. The support team will need access to the Service Con...

A manager wants the sales team to update their opportunities on a regular basis. Which feature should a Platform Administrator implement to help with this?

Cloud Kicks (CK) has a new Platform Administrator who is asked to put together a memo detailing Salesforce usage to budget for upcoming license purchases. Where should the administ...

Northern Trail Outfitters (NTO) wants to ensure new Contacts are validated before they can be saved. If a user selects that the LeadSource picklist value is Other, NTO also wants t...

The Universal Containers sales team wants a visual way to manage their opportunity pipeline that allows them to see all deals at once, track progress through sales stages, and quic...

Ursa Major Solar wants to roll out the Salesforce mobile app, and the first information it wants its users to see is the Top Opportunities report. What should a Platform Administra...

A user at Northern Trail Outfitters is having trouble logging in to Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been...

Service reps in a call center do not have assigned desks. They sit at any available desk and use the computer on that desk to access Salesforce. A Platform Administrator has been a...

Universal Containers has two sales teams, sales team A and sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. H...

Cloud Kicks' management team is hoping to increase user productivity by switching to consoles instead of the current traditional Salesforce user interface. What should a Platform A...

A sales rep typically has several open opportunities for each of their accounts. Which tool should a Platform Administrator suggest to the sales rep to obtain the total number of a...

Ursa Major Solar is importing data and has many records that do NOT meet the data validation criteria. What will occur?

How should a Platform Administrator provide users with individualized views of data on a dashboard?

A sales rep has a list of 300 accounts with contacts that they want to load at one time. Which tool should a Platform Administrator utilize to import the records to Salesforce?

Once an opportunity reaches the negotiation stage at Cloud Kicks, the Amount field becomes required for sales users. Sales managers need to be able to move opportunities into this...

Which Salesforce feature allows a Platform Administrator to automate3 the routing of records to specific users for review and decision-making based on predefined criteria?

The Cloud Kicks sales team has asked that two of the fields that appear on the Opportunity cards in Kanban view be changed to make the cards more meaningful. Which feature should a...