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

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Total 248 questions
Question 1

When a cloud kicks Opportunity closes, the company would like to automatically create a renewal

opportunity.

Which two automation tools should an administrator use to accomplish this request?

Choose 2 answers



Answer : B, D

Flow Builder and Process Builder are two automation tools that should be used to accomplish this request. Flow Builder can be used to create a flow that defines the logic and actions for creating a renewal opportunity, such as setting the stage, close date, and amount. Process Builder can be used to create a process that triggers the flow when an opportunity is closed won. Reference: https://help.salesforce.com/s/articleView?id=sf.flow_builder.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.process_overview.htm&type=5


Question 2

Northern Trail Outfitters has the Case Object set to private. The support manager raised a concern the

reps have a boarder view of data than expected and can see all cases on their groups dashboards.

What could be Causing reps to have inappropriate access to data on dashboards?



Answer : C

Dynamic dashboards allow you to display data according to the security settings of the running user. If users have different access levels to data on dashboards, you can use dynamic dashboards to show them only what they are allowed to see.


Question 3

At Universal Containers, there is a custom field on the Lead named Product Category. Management wants this information to be part of the Opportunity upon lead conversion.

What action should the administrator take to satisfy the request?



Answer : C

To transfer data from a lead custom field to an opportunity field upon lead conversion, an administrator needs to create a custom field on the opportunity object that matches the data type and length of the lead custom field, and then map the two fields using the lead field mapping tool under setup. This will ensure that the value of the product category field on the lead is copied to the corresponding field on the opportunity when the lead is converted. Reference: https://help.salesforce.com/s/articleView?id=sf.leads_customize_map.htm&type=5


Question 4

An administrator at Ursa Major Solar needs to send information to an external accounting system

What workflow action should the administrator use to accomplish this?



Answer : B

Outbound message allows you to send information to an external system as part of a workflow rule or approval process. You can use outbound message to specify which fields to send and which endpoint URL to send them to.


Question 5

An Administrator wants to trigger a follow-up task for the opportunity owner when they close an

opportunity as won and another task after 60 days to check in with the customer.

which two automation tools should the administrator use?

Choose 2 answers



Answer : A, C

Process builder can be used to create a record-triggered flow that executes when an opportunity is closed as won and creates a follow-up task for the owner. Field update can be used to update a date field on the opportunity that can be referenced by a time-dependent workflow rule to create another task after 60 days. Reference: https://help.salesforce.com/s/articleView?id=sf.process_which_tool.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.workflow_time_action_considerations.htm&type=5


Question 6

Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked administrator to help sales reps prioritize and close more deals.

the administrator configure to help with these issues?



Answer : B

To help sales reps prioritize and close more deals, the administrator should use Einstein Opportunity Scoring, which is a feature that assigns each opportunity a score from 1 to 99 based on how likely it is to be won. The score is calculated using historical data and machine learning models, and can help reps focus on the most promising opportunities and take actions to improve their chances of winning. Einstein Activity Capture, Einstein Search Personalization, and Einstein Lead Scoring are not related to opportunity management. Reference: https://help.salesforce.com/s/articleView?id=sf.einstein_sales_oppty_scoring.htm&type=5


Question 7

An Administrator at DreamHouse Realty wants an easier way to assign an agent capacity and

skill set. Which feature should the administrator enable to meet this requirement?



Answer : B

To assign agent capacity and skill set, the administrator should enable Omni-Channel, which is a feature that allows agents to work on multiple cases or chats at once based on their availability and expertise. Omni-Channel can route work items to agents based on their predefined capacity and skills, ensuring that they are working on the right tasks at the right time. Knowledge Management, Escalation Rules, and Territory Management are not related to agent capacity and skill set. Reference: https://help.salesforce.com/s/articleView?id=sf.omnichannel_overview.htm&type=5


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Total 248 questions