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Three Easy-to-Use Salesforce Plat-Admn-201 Exam Questions Formats
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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 | - Productivity and Collaboration: This domain addresses activity management, Chatter collaboration, Salesforce mobile app customization, and AppExchange applications including managed and unmanaged packages.
| | Topic 3 | - 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 4 | - Object Manager and Lightning App Builder: This domain focuses on Salesforce data architecture, including object relationships, field customization, page layout management, and understanding the implications of field deletions on dependent features.
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Salesforce Certified Platform Administrator Sample Questions (Q62-Q67):NEW QUESTION # 62
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. What should a Platform Administrator configure to remind the reps to contact their top account?
- A. Add the email action to the page layout.
- B. Create a time-based workflow task.
- C. Use a process email alert on the account.
- D. Enable the creation of recurring tasks.
Answer: D
Explanation:
To ensure a consistent, weekly "check-in" occurs, the Platform Administrator should enable the creation of recurring tasks. This feature allows a sales rep to create a single task (e.g., "Monday Check-in") and set a recurring frequency of "Weekly" on "Mondays." Salesforce then automatically generates the next task in the series once the current one is completed. This is the most effective way to provide reps with a constant reminder in their task list. Additionally, because these are standard Task records, the administrator can easily build a report and a dashboard component to track the completion status of these check-ins for the VP. Time-based workflow (Option A) is typically for one-off alerts based on a date field, not for a permanent weekly habit. Email actions (Option C) and alerts (Option D) notify users but do not create the trackable task record required for the dashboard component.
NEW QUESTION # 63
A Platform Administrator is creating a new action instruction for an agent. This action, named createCase, is designed to generate a new Salesforce Case record based on the user's conversation with the agent. Which set of Action Instructions should the administrator use for the createCase action, according to best practices for action instructions?
- A. "Creates a new case record in the system for any type of customer inquiry. The purpose of this is to ensure a record of the interaction is saved."
- B. "This action provides the ability to create a new case record in the Salesforce system. Its function is to simply save customer information as a record. Use this when the user wants to create a case."
- C. "Use this action to create a new Salesforce Case record. The goal is to document a customer's issue in the system. Use this when the user's intent is to create a formal record of their problem or question."
- D. "The createCase code snippet is configured to create a case. It runs in the background to handle the user's request to log a new issue. Its purpose is to solve the customer's issue."
Answer: C
Explanation:
Best practices for Agentforce Action Instructions emphasize clarity, intent, and specific usage scenarios to help the LLM (Large Language Model) understand exactly when and why to trigger an action13. Option B is the best choice because it explicitly defines the Action (create a Case), the Goal (document a customer's issue), and the User Intent (formal record of a problem or question)14. High-quality instructions act as a guide for the agent's reasoning process15. Vague instructions, like those in Option A or C, may lead to the agent triggering the action at inappropriate times, such as during a simple inquiry that doesn't require a formal case. Instructions that focus on "code snippets" (Option D) are less effective because the LLM needs to understand the functional business context rather than the technical implementation details to interact naturally with the user17.
NEW QUESTION # 64
DreamHouse Realty has an approval process. A manager attempts to approve a record but receives an error. What should a Platform Administrator do to troubleshoot this issue?
- A. Update the field-level security to view on fields that are updated in the process.
- B. Review the page layout to ensure the fields updated in the process are visible.
- C. Add a delegated approver for the next approver in the process.
- D. Check if the user in the next approver is inactive or missing.
Answer: D
Explanation:
A common cause of errors in an Approval Process is a breakdown in the "Approver" chain. If an approval step is configured to route to a specific user or a manager who has been deactivated, Salesforce will throw an error when the current step tries to advance. The Platform Administrator should check the "Next Approver" field on the record or the step definition in Setup to ensure the target user is active and has a valid Salesforce license. While field visibility (Options B and C) is important for the user experience, missing field access typically doesn't "error out" the approval engine itself; it just prevents the user from seeing the data. Checking for inactive users is the first step in troubleshooting runtime errors in automated routing processes.
NEW QUESTION # 65
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 Administrator configure to achieve this?
- A. Enable Today for the Salesforce mobile app.
- B. Enable Mobile Home for the Salesforce mobile app.
- C. Add the Dashboards tab to the Salesforce mobile app.
- D. Add the Reports tab to the Salesforce mobile app.
Answer: B
Explanation:
Mobile Home is a customizable landing page for the Salesforce mobile app that acts as the default "start page" for users. It allows administrators to add various "cards" or "widgets," including reports, pinned records, and upcoming events. By enabling and configuring Mobile Home, a Platform Administrator can place a specific Report card (such as "Top Opportunities") at the very top of the screen, ensuring it is the first thing users see upon opening the app. While adding the Reports tab (Option A) or Dashboards tab (Option D) allows users to find the information, it does not automatically present specific report data on the home screen. The "Today" feature (Option B) focuses on calendar events and tasks rather than customized reporting data17.
NEW QUESTION # 66
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, GetOrderDetails, GetShippingStatus. Which best practice should the administrator follow to improve these names?
- A. Add the word "Salesforce" to the beginning of each action name to improve context for the large language model.
- B. Remove all verbs and use only nouns, such as CustomerInfo, OrderDetails, and ShippingStatus.
- C. Use a consistent naming convention by starting each action with the verb "Get".
- D. Use additional related verbs, such as Find, Retrieve, or Identify.
Answer: C
Explanation:
When naming actions for an AI agent, consistency is key to helping the Large Language Model (LLM) categorize and understand the available tools. Following a consistent naming convention, such as starting all retrieval actions with the verb "Get," allows the agent to more easily map user intent (e.g., "I need information about...") to the appropriate action. This reduces ambiguity during the reasoning phase of the agentic loop. Using inconsistent verbs like Find, Retrieve, or Identify (Option D) can confuse the model regarding which action is most appropriate for a given task. Removing verbs entirely (Option A) makes it harder for the model to distinguish between an action (doing something) and a data object (a thing). Adding "Salesforce" (Option B) is generally redundant as the agent's context is already within the Salesforce environment.
NEW QUESTION # 67
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