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[General] Free PDF Salesforce - Plat-Admn-201 - Salesforce Certified Platform Administrato

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【General】 Free PDF Salesforce - Plat-Admn-201 - Salesforce Certified Platform Administrato

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Salesforce Plat-Admn-201 Exam Syllabus Topics:
TopicDetails
Topic 1
  • Automation: This domain covers automation tools for streamlining business processes, including assignment and escalation rules, Flow configuration for various scenarios, and approval process setup.
Topic 2
  • 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.
Topic 3
  • 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 4
  • 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.

Salesforce Certified Platform Administrator Sample Questions (Q67-Q72):NEW QUESTION # 67
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?
  • A. Assignment Rules
  • B. Approval Process
  • C. Validation Rules
  • D. Schema Builder
Answer: B
Explanation:
An Approval Process is the dedicated Salesforce feature for managing workflows that require human "review and decision-making." Unlike Assignment Rules (Option A), which simply change the owner of a record, an Approval Process locks the record to prevent further changes and routes a formal request to an "Approver." This approver can then choose to Approve, Reject, or Reassign the request. The process can include multiple steps, entry criteria (e.g., "only if discount > 10%"), and specific automated actions that occur once the final decision is made. Validation Rules (Option B) are used to prevent saving bad data, not for routing. Schema Builder (Option D) is a visualization tool for the data model. Therefore, when a business process requires an official "sign-off" or "decision," the Approval Process engine is the correct architectural choice.

NEW QUESTION # 68
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 on leave. What should a Platform Administrator do to ensure the user is not able to log in while on leave?
  • A. Reassign the user's license during leave.
  • B. Freeze the user's account.
  • C. Restrict Login IP Addresses for the profile.
  • D. Change the Login Hours for the profile.
Answer: B
Explanation:
When a user needs to be temporarily prevented from logging in-but their records, role, and historical data need to remain intact-the best practice is to Freeze the user. Freezing an account stops the user from accessing the system immediately without "Deactivating" them. Deactivation can be problematic if the user is a "running user" for dashboards or is part of active hierarchy logic that might break if the account is disabled. Freezing is a simple "one-click" action on the user record. Reassigning the license (Option A) would require deactivating the user first. Changing login hours (Option B) or IP addresses (Option D) at the profile level would impact all users assigned to that profile, not just the individual manager on leave. Freezing provides a targeted and temporary solution for managing individual user access.

NEW QUESTION # 69
Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations. Which two tools should a Platform Administrator use to build this solution?
  • A. Approval Process
  • B. Validation Rule
  • C. Quick Action
  • D. Flow Builder
Answer: A,D
Explanation:
To create a "guided" experience combined with "routing and authorizations," a Platform Administrator should leverage the power of Flow Builder and the Approval Process engine. Flow Builder is used to create the user-facing interface (Screen Flow) that guides the employee through the expense report submission, ensuring all necessary data is collected in a structured way. This replaces a static page layout with a dynamic, step-by-step wizard. Once the data is captured and the record is created, the Flow can automatically submit the record into an Approval Process. The Approval Process then handles the "routing and authorizations" by sending the report to the appropriate manager or director for sign-off. While Quick Actions (Option B) can launch flows, they are a entry point rather than the logic engine itself. Validation Rules (Option A) only prevent errors but do not guide users or route records. Together, Flow and Approvals provide a seamless end-to-end automation for complex business requirements like expense management.

NEW QUESTION # 70
A new agent is being developed to help customer service reps process customer requests for a replacement product. The agent needs to call an action that takes two inputs:
productId: An 18 character ID for the product being replaced
reasonCode: A three-digit code representing the reason for the replacement Which set of agent instructions should a Platform Administrator use for these inputs, according to best practices for Agentforce instructions?
  • A. Instructions for productId: "The product ID. Retrieve this from the conversation history or the user's input." Instructions for reasonCode: "The three-digit replacement reason. This is required when the product ID is present."
  • B. Instructions for productId: "The 18 character ID of the product." Instructions for reasonCode: "A numerical code."
  • C. Instructions for productId: "The 18 character ID of the product. Retrieve this from the conversation history or the user's input. Required." Instructions for reasonCode: "A three-digit code that specifies the reason for replacement. This is required only when the product ID is present."
  • D. Instructions for productId: "ID from the product record." Instructions for reasonCode: "Code for the reason."
Answer: C
Explanation:
Effective Agentforce instructions must be explicit about the data format, the source of the data, and the requirements for the input. Option D is the best choice because it provides the most detail for the Large Language Model (LLM). It specifies the format (18 character ID / three-digit code), the source (conversation history or user input), and the logic/dependency (required only when the product ID is present). This level of detail prevents the agent from guessing or providing incomplete data to the underlying Salesforce action. Options A and C are too vague and could lead to errors. Option B is better but lacks the explicit "Required" tag and format details found in Option D. High-quality instructions act as a contract between the agent's natural language understanding and the structured data requirements of the Salesforce system.

NEW QUESTION # 71
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. Review the page layout to ensure the fields updated in the process are visible.
  • B. Update the field-level security to view on fields that are updated in the process.
  • C. Check if the user in the next approver is inactive or missing.
  • D. Add a delegated approver for the next approver in the process.
Answer: C
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 # 72
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