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Salesforce Plat-Admn-201 Valid Exam Preparation | Plat-Admn-201 Study Reference

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Salesforce Plat-Admn-201 Valid Exam Preparation | Plat-Admn-201 Study Reference

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Salesforce Plat-Admn-201 Exam Syllabus Topics:
TopicDetails
Topic 1
  • 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 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
  • 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
  • Agentforce AI: This domain introduces AI-powered agents in Salesforce, covering use cases, configuration in Agent Builder, security considerations, and troubleshooting agent permissions.

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Salesforce Certified Platform Administrator Sample Questions (Q41-Q46):NEW QUESTION # 41
A sales manager at DreamHouse Realty wants sales users to have a quick way to view and update the opportunities in their pipeline expected to close in the next 90 days. What should a Platform Administrator do to accomplish this request?
  • A. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.
  • B. Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.
  • C. Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
  • D. Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.
Answer: C
Explanation:
To provide both a "quick view" and a way to "update" records efficiently, a List View combined with the Kanban view is the most effective solution. The Platform Administrator can create a public list view with the filter "Close Date equals NEXT 90 DAYS." By switching this list view to the Kanban display, sales reps can see their deals organized by stage. The Kanban view allows for rapid updates via drag-and-drop, which automatically changes the Stage field, and provides side-panel editing for other key fields. While reports (Option A) and dashboards (Option B) are good for visualization, they are not optimized for the rapid, bulk record updates the manager is requesting. The Kanban view is a native productivity feature designed specifically to streamline pipeline management for sales users.

NEW QUESTION # 42
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. Create a new custom Subject picklist field on Activity and add the field values.
  • B. Add the new values to the predefined field values for the global actions New Event and New Task.
  • C. Include Schedule Site Visit, Send Contract, Site Visit, and Ride Along picklist values for the Activity subject field.
  • D. 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.
Answer: D
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 # 43
The sales and service teams at Cloud Kicks would like to have more visibility into their pipeline and stay on top of every case. A Platform Administrator needs to quickly create dashboards for each of the teams but does not know where to start. What should the administrator do?
  • A. Manually create dashboards without using any prebuilt templates or packages.
  • B. Use the Salesforce Labs Field Service Dashboards for service teams from AppExchange.
  • C. Enable Einstein Analytics and build custom dashboards using advanced analytics tools.
  • D. Use the Salesforce Labs CRM Dashboards for sales teams from AppExchange.
Answer: D
Explanation:
For an administrator who needs to deliver high-quality dashboards "quickly" and "doesn't know where to start," the AppExchange is the best resource. Salesforce Labs provides several free, pre-configured dashboard packages (like the "CRM Dashboards") that include standard components for sales pipeline, lead tracking, and case management. These packages serve as an excellent baseline that can be installed in minutes and then customized to fit the specific needs of Cloud Kicks. Manually creating everything (Option D) is time-consuming. Einstein Analytics (Option B) is a separate, more complex product that requires extra licensing and setup. Option A is too narrow, as it focuses specifically on "Field Service" rather than general sales and service visibility.

NEW QUESTION # 44
What are three characteristics of a master-detail relationship?
  • A. Each object can have up to five master-detail relationships.
  • B. The master object can be a standard or custom object.1
  • C. The owner field on the detail records is the owner of the master record.2
  • D. Roll-up summaries are supported in master-detail relationships.
  • E. Permissions for the detail record are set independently of the master.
Answer: B,C,D
Explanation:
4
A Master-Detail Relationship has several defining traits:5
Roll-up Summaries: This relationship is the only one that allows the Master record to summarize data (sum, count, min, max) from its Detail records (Option C).
Object Types: The Master can be either a standard object (like Account) or a custom object (Option D).
Ownership and Security: The Detail record inherits its owner from the Master record, and as such, there is no "Owner" field on the Detail record (Option E). Additionally, the detail record's security and sharing settings are inherited from the master, meaning permissions are not independent (negating Option B).
Option A is incorrect because an object can only have a maximum of two master-detail relationships.

NEW QUESTION # 45
A sales manager receives a URL to a Dashboard folder containing several dashboards. However, when the sales manager clicks on the URL, a message appears stating, "We couldn't find the record you're trying to access." What is the reason for this?
  • A. The sales manager does not have the correct permission set.
  • B. The Dashboard folder is set to Private.
  • C. View access has not been granted to the Dashboard folder.
  • D. The sales manager needs the correct sales user profile.
Answer: C
Explanation:
In Salesforce, access to reports and dashboards is controlled at the Folder level. Even if a user has the direct URL to a dashboard, they cannot view it unless the folder containing that dashboard has been shared with them. When a user receives the "We couldn't find the record" error, it typically means they lack View access to the folder. To resolve this, the owner of the folder (or an administrator) must go to the folder's sharing settings and explicitly add the sales manager, their role, or a public group they belong to. Options A and B are less likely because standard sales profiles usually have the general "Run Reports" and "View Dashboards" permissions; the issue here is specific record-level access to that folder's content. Option C is a specific state of a folder (Private to the creator), which is essentially the same as saying access has not been granted to others.

NEW QUESTION # 46
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