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Plat-Admn-201 Fragenkatalog, Plat-Admn-201 Prüfungs-Guide
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Salesforce Plat-Admn-201 Prüfungsplan:| Thema | Einzelheiten | | Thema 1 | - 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.
| | Thema 2 | - Productivity and Collaboration: This domain addresses activity management, Chatter collaboration, Salesforce mobile app customization, and AppExchange applications including managed and unmanaged packages.
| | Thema 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.
| | Thema 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 Plat-Admn-201 Prüfungsfragen mit Lösungen (Q54-Q59):54. Frage
A Platform Administrator is building an agent to help an ecommerce support team. The agent needs to call an action, named updateShippingAddress, that modifies a customer's shipping address in the system. Which set of Action Instructions should the administrator use for the updateShippingAddress action, according to best practices?
- A. "This action updates the customer's shipping address. It is to be used when a user wants to change their address. Only use this when a customer does not have an active order in the system."
- B. "This action allows for the changing of a shipping address, and the goal is to make sure the address is current and accurate."
- C. "Use this to update shipping information. It's used for any changes to a customer's address in the system."
- D. "Updates the shipping address for a customer order. The goal of the action is to modify the address on a customer's record. The agent should only use this action when the user explicitly requests to change their address."
Antwort: D
Begründung:
According to Agentforce best practices, action instructions must be highly specific regarding the action's purpose, the expected goal, and the conditions under which it should be triggered. Option D is the strongest set of instructions because it defines the Action (Update shipping address), the Goal (Modify address on a record), and a clear Constraint/Guardrail (Only use when the user explicitly requests it). This prevents the AI from accidentally triggering a data change based on a vague inquiry. Option B is also good but more restrictive than necessary unless the business logic specifically forbids updates during active orders. Option D provides the best balance of context and intent, ensuring the Large Language Model (LLM) understands the "why" and "when" of the action.
55. Frage
Which two actions should a Platform Administrator perform with Case escalation rules?
- A. Reassign the Case.
- B. Change the Case Priority.
- C. Send email notifications.
- D. Reopen the Case.
Antwort: A,C
Begründung:
Case Escalation Rules are used in Service Cloud to ensure that cases are handled within specific timeframes, helping organizations meet their Service Level Agreements (SLAs)23232323232323. When a case meets the criteria defined in an escalation rule and remains unresolved for a specified period, the system can perform two primary automated actions:
Reassign the Case: The rule can automatically transfer ownership of the case to another user or a specific queue (e.g., a "Tier 2 Support" queue) to ensure it gets specialized attention242424242424242424.
Send Email Notifications: The system can send alerts to the new owner, the current owner, or up to five additional email addresses to notify management that a case has escalated .
While administrators often use other tools like Flow Builder to change the "Case Priority" (Option B) or "Reopen" a case (Option C), these are not standard features within the Escalation Rule interface26. Escalation rules focus specifically on the routing and notification aspects of case management to prevent tickets from "sitting" too long without a response .
56. Frage
Northern Trail Outfitters uses a custom Invoice object to collect customer payment information from an external billing system. The Billing System field needs to be filled in on every Invoice record. How should a Platform Administrator ensure this requirement?
- A. Require the field on the record type.
- B. Make the field universally required.
- C. Create a flow to update the field.
- D. Define an approval process for the field.
Antwort: B
Begründung:
To ensure that a field is populated on every single record, regardless of how it is created (manually, via API, or through an integration), the best method is to make the field universally required at the field definition level. When a field is marked as "Required" in the Object Manager, the Salesforce database will reject any attempt to save a record if that field is empty. While requiring a field on a Page Layout or Record Type (Option B) provides a good user experience for manual entry, it does not prevent records from being created without that data via the API or background processes25. Using a flow (Option A) to update the field is reactive rather than preventative26. Universal requirement is the most robust way to maintain data integrity for critical fields like "Billing System" that are essential for reporting and external system alignment.
57. Frage
A Platform Administrator needs to configure an approval process for the sales team when opportunities that meet particular conditions are closed. How should the administrator make sure the right records are included in the process?
- A. Add a validation rule to the opportunity.
- B. Create a screen flow.
- C. Add Specific Entry Criteria.
- D. Use Dynamic Forms to display a button.
Antwort: C
Begründung:
The fundamental way to control which records enter an Approval Process is by defining Entry Criteria. During the setup of an approval process, the administrator specifies field-level conditions (e.g., Amount > 50,000 AND Stage = Closed Won) that a record must meet to be eligible for approval. If a user attempts to submit a record that does not meet these criteria, Salesforce will display an error message and prevent the process from starting. This ensures that the finance or management teams are only notified of deals that actually require their sign-off. While a Screen Flow (Option C) could be used to launch the process, the entry criteria within the approval process itself act as the ultimate "gatekeeper" for the automation. Validation rules (Option D) prevent bad data but do not route records for approval. Dynamic Forms (Option B) can show or hide the "Submit for Approval" button, but they do not enforce the underlying business logic of the process itself.
58. Frage
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 needs the correct sales user profile.
- B. View access has not been granted to the Dashboard folder.
- C. The sales manager does not have the correct permission set.
- D. The Dashboard folder is set to Private.
Antwort: B
Begründung:
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.
59. Frage
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