Salesforce Certified Platform Administrator (Plat-Admn-201) Exam Practice Test

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Total 248 questions
Question 1

Dreamhouse Reality just announced its new home concierge offering. This product is unlike

anything the company has offered in the past and follows a different business model.

What Should the administrator Configure to meet this requirement?



Answer : C

A sales process is a set of stages that an opportunity goes through as it moves from creation to close. It can be customized by administrators to match different business models or product lines within an org. Creating a new sales process can help Dreamhouse Realty define a different set of stages for its new home concierge offering that is unlike anything the company has offered in the past and follows a different business model. Creating a quick action, a new approval process, or a new opportunity product are not solutions for creating a customized sales process; they are used for different purposes such as creating records, approving records, or adding products to opportunities. Reference: https://help.salesforce.com/s/articleView?id=sf.customize_salesprocess.htm&type=5


Question 2

The VP of sales at Dreamhouse Realty has requested a dashboard to visualize enterprise sales across the different teams. The key place of data is the total of all sales for the year and the progress to the enterprise sales goal.

What dashboard component will effectively show this number and the proximity to the total goal as a

single value?



Answer : D

A gauge component shows a single value along with its percentage of a total value within predefined ranges using colors (red-yellow-green). It is useful for showing key performance indicators (KPIs) such as total sales amount and progress towards sales goal. Reference: https://help.salesforce.com/s/articleView?id=sf.dashboards_gauge_component_type.htm&type=5


Question 3

DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that

generated leads for loans. DHR needs to complete the project within 30 days and has maxed out its

budget for the year.

Which AppExchange item should help the administrator to meet the request?



Answer : C

Flow Solutions are pre-built flows or templates that can be installed from AppExchange and customized to meet specific business needs. For example, Flow Solutions can provide common use cases such as lead generation, document generation, payment processing, and more. In this case, the administrator can use a Flow Solution that provides a mortgage calculator and generates leads for loans. Flow Solutions are easy to install and configure, and can help save time and budget for projects. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_solutions.htm&type=5


Question 4

Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants

to share all cross-sell opportunities with a team of subject matter experts in their organisation. The

company has different roles, and the organisation wide default opportunity is set to private.

How should the administrator accomplish this?



Answer : A

A criteria-based sharing rule is a tool that allows administrators to share records with certain users based on field values rather than ownership. For example, a criteria-based sharing rule can share all opportunities with a cross-sell opportunity type with a specific group of users. A public group is a collection of individual users, roles, roles and subordinates, or other groups that can be used to simplify sharing settings and other processes. In this case, the administrator can add the subject matter experts to a public group and give them access to records with a criteria-based sharing rule that matches the cross-sell opportunity type. Reference: https://help.salesforce.com/s/articleView?id=sf.sharing_criteria_rules.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.public_groups.htm&type=5


Question 5

The administrator has been asked to automate a simple field update on the account. When a

support agent changes the status of the account to 'Audited', they would like the system to

automatically update the Audited date field on the account with today's date.

Which tool should the administrator use to complete this automation?



Answer : B

A formula field is a type of field that calculates a value based on an expression or formula that references other fields or constants. For example, a formula field can display today's date by using the TODAY() function. In this case, the administrator can create a formula field on the account object that updates the audited date field with today's date when the status of the account is changed to 'Audited'. Reference: https://help.salesforce.com/s/articleView?id=sf.fields_about_formulas.htm&type=5


Question 6

Which tool should an administrator use to review recent configuration changes made in their org?



Answer : C

Setup audit trail is a tool that allows administrators to review recent configuration changes made in their org. It shows a list of up to 180 days of setup changes made by anyone in the org, including the date, time, user, and type of change. It can help administrators track who made what changes and when, and troubleshoot any issues caused by configuration changes. Critical updates are notifications that inform administrators of new features or enhancements that may impact their org; they do not show configuration changes made by users. Debug logs are records of database operations, system processes, and errors that occur when executing a transaction or running unit tests; they do not show configuration changes made by users either. Field history tracking is a feature that allows administrators to track changes to the values of certain fields on records; it does not show configuration changes made in setup. Reference: https://help.salesforce.com/s/articleView?id=sf.monitorsetup.htm&type=5


Question 7

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.

What type of relationship should the administrator make between Shipments and Account?



Answer : A

A lookup relationship is a type of relationship that links two objects together, but does not affect security or deletion. It can be used to create a relationship between shipments and accounts where shipments should have a lookup to accounts; this way, shipments can show related account information on their records, but when an account is deleted, the shipments remain. Accounts should have a lookup to shipments is not a valid option because it does not match the requirement of seeing all shipment items from an account page; it would show related account information on shipment records instead. Shipments should have a master-detail to accounts or accounts should have a master-detail to shipments are not valid options either because they do not match the requirement of keeping shipments when an account is deleted; they would delete shipments along with their master account records. Reference: https://help.salesforce.com/s/articleView?id=sf.relationships_lookup.htm&type=5


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Total 248 questions