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Salesforce Plat-Admn-201 Exam Syllabus Topics:

Topic
Details

Topic 1

Configuration and Setup: This domain covers foundational administrative tasks including company settings, user interface configuration, user management with licenses and access controls, and implementing security measures through login restrictions and the Salesforce sharing model.

Topic 2

Sales and Marketing Applications: This domain addresses sales cycle management from leads to opportunities, including productivity features, lead automation, campaign management, forecasting, and Einstein for Sales capabilities.

Topic 3

Service and Support Applications: This domain covers case management systems, including case assignment, queues, and automation through escalation rules, auto-response rules, and Einstein for Service.

Topic 4

Data and Analytics Management: This domain focuses on data operations including importing, exporting, and backing up data, maintaining data quality through validation rules, and creating reports and dashboards while understanding sharing model impacts.

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Salesforce Certified Platform Administrator Sample Questions (Q110-Q115):

NEW QUESTION # 110
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 giving different responses each time it's run?

A. Prompt Builder runs a simulated call to the large language model to save on costs, so the prompt is never sent to the actual model.
B. Prompt Builder caches the large language model's response, so the prompt is only sent once for every template the administrator creates.
C. The prompt is only sent to the large language model after the administrator deploys the template to a live agent, not when the prompt is run in the builder.
D. Every time the administrator runs a prompt template in Prompt Builder, it creates a unique call to the large language model.

Answer: D

Explanation:
Generative AI models are inherently probabilistic, meaning they do not produce the exact same output every time, even when given the same input. When a Platform Administrator uses the Prompt Builder to test a template, each "Preview" or "Test" execution initiates a fresh, unique call to the Large Language Model (LLM). Because the LLM considers a range of linguistic possibilities and probabilities for each word it generates, the resulting text will vary slightly (or significantly) with each iteration. This behavior is expected and is a core characteristic of generative AI. To ensure consistent and high-quality results, administrators must refine their instructions to be as specific as possible, narrowing the LLM's range of creative interpretation. Options A, C, and D are incorrect because the Prompt Builder is designed to provide real-time feedback from the actual LLM to help administrators debug and perfect the prompt's logic before it is deployed to end-users or agents.

NEW QUESTION # 111
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 field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the Account page. How should the administrator accomplish this?

A. Create a new page layout and a new section titled highlights panel.
B. From the page layout editor, drag the field to the highlights panel.
C. Make the field required and move it to the top of the page.
D. In the Account object manager, create a custom compact layout.

Answer: D

Explanation:
In the Salesforce Lightning Experience, the Highlights Panel at the top of a record page is controlled by the Compact Layout. The compact layout determines which fields (up to 7) appear in the record header and in the hover-over details. To add a new custom field to this area, the Platform Administrator must go to the Object Manager for Accounts, select Compact Layouts, and either edit the existing primary layout or create a new custom one. After adding the custom text area field to the "Selected Fields" list and saving, the field will immediately appear in the Highlights Panel for users. It is a common misconception that the standard Page Layout editor (Option D) controls the highlights panel; while the page layout controls the "Details" section and "Related Lists," it does not manage the header area. Option B might make the field easier to find in the details section but will not place it in the highlights panel.

NEW QUESTION # 112
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 considered fully closed. The assigned finance team member, as well as the sellers' manager, both must sign off on the deal, with the manager doing so first. Then, the finance team member must sign off, for a total of up to three sign-offs per opportunity. How should the administrator address this request?

A. Create a screen flow that runs anytime an opportunity is closed.
B. Add a Lightning web component to the opportunity page to capture the details in an approval record.
C. Create a quick action to send emails to both the manager and the finance team member.
D. Create an approval process with specific steps.

Answer: D

Explanation:
To manage a structured, multi-step sign-off requirement like the one described by the finance team, the Approval Process is the standard and most effective tool. An approval process allows an administrator to define a sequence of "Approval Steps." In this scenario, Step 1 would be configured to route the request to the Seller's Manager. Only after the manager approves does the record move to Step 2, which would be configured to route the request to the specific Finance Team member. This ensures the "manager first" logic is strictly enforced. Approval processes also provide a native "Approval History" related list, which serves as a vital audit trail for the finance team to verify that all necessary signatures were obtained before the deal was finalized. Using a screen flow (Option A) or quick actions (Option C) would lack the built-in locking mechanism and formal status tracking that the Approval engine provides. A Lightning Web Component (Option B) would require significant custom coding for a process that is easily handled by standard "click-not-code" configuration.

NEW QUESTION # 113
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", while Events should have the subjects "Site Visit" and "Ride Along". What should the administrator configure to achieve this requirement?

A. Add Schedule Site Visit and Send Contract picklist values for the Task subject field. Add Site Visit and Ride Along picklist values for the Event subject field.
B. Create a new custom Subject picklist field on Activity and add the field values.
C. Add the new values to the predefined field values for the global actions New Event and New Task.
D. Include Schedule Site Visit, Send Contract, Site Visit, and Ride Along picklist values for the Activity subject field.

Answer: A

Explanation:
Tasks and Events are both part of the Activity object, but they often require different picklist values for the standard Subject field. To achieve this, the Platform Administrator must manage the picklist values for the Subject field specifically for each record type or activity type. In the Object Manager, under the Activity object (or Task/Event objects individually in some setups), the admin should edit the Subject field. Because Task and Event are distinct entities with their own picklist value sets for the Subject field, the admin can add "Schedule Site Visit" and "Send Contract" to the Task Subject list and "Site Visit" and "Ride Along" to the Event Subject list. This ensures that when a user creates a Task, they only see task-related subjects, and when they create an Event, they see event-related subjects. Option D is incorrect because it would mix all values together, causing confusion for the users. Option A (Predefined Field Values) is used to set a single default value for a field when an action is clicked, but it does not manage the available list of options in a picklist.

NEW QUESTION # 114
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 Platform Administrator use to fulfill this requirement?

A. Apex Triggers
B. Einstein Next Best Action
C. Submit for Approval button
D. Flow Approvals

Answer: D

Explanation:
The requirement to have a record "signed off" by a specific individual (the CFO) based on a dollar threshold is a classic use case for an Approval Process . While the "Submit for Approval" button (Option A) allows a user to manually start the process, the prompt specifies that the process should happen "automatically"50. To achieve this automation, the Platform Administrator should use Flow Builder to trigger the approval process . A Record-Triggered Flow can be set to run when an Opportunity is created or updated and meets the criteria (Amount > $100,000) . The flow would then use the "Submit for Approval" action to launch the record into the predefined approval process without requiring the sales rep to click a button . Einstein Next Best Action (Option B) is a recommendation tool, not a workflow enforcement tool54. Apex Triggers (Option C) could perform this task, but Salesforce best practices recommend using "clicks not code" (Flow) whenever possible for such requirements . Using Flow to launch an Approval Process provides the necessary automation, routing, and audit trail the CFO requires

NEW QUESTION # 115
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