Salesforce Certified Platform Administrator (Plat-Admn-201)
Last Update Oct 28, 2025
Total Questions : 253
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Which two actions should an administrator perform with Case escalation rules?
Choose 2 answers
DreamHouse Realty regularly holds open houses for the selling of both houses and condominiums. For condominium open houses, there are a few extra steps that need to be taken. Agents need to be able to submit requests and receive approvals from the homeowners' association.
How can the administrator ensure these extra steps only appear when creating open house records for condominiums?
Cloud Kicks (CK) has new administrator who is asked to put together a memo detailing salesforce
uses to budget for upcoming license purchases.
Where Should the administrator go to find out what type of licenses CK Has purchased and how many
are available.
The Sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several
fiscal quarters so they can set goals and benchmark how reps are performing.
Which two features should the administrator configure?
Choose 2 answers
What are three Setting an administrator should configure to make it easy for approvers to
respond to approval requests?
Choose 3 Answers.
Cloud kicks wants to track shoe designs by products. Shoe designs should be unable to be deleted,
and there can be multiple design for one product across various stages.
Which two steps should the administration configure to meet this requirement?
Choose 2 answers
Customer service accesses articles with the Knowledge Lightning component on the Service Cloud Console. Billing department users would like similar functionality on the case record without using the console.
How should the administrator configure this request?
The Sales manager at DreamHouse Realty wants the sales users to have a quick way to view and edit the Opportunities in their pipeline expected to close in the next 90 days.
What should an administrator do to accomplish this request?
The 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.
How can this requirement be configured?
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
The administrator has been asked to automate a simple field update on the account. When a
support agent changes the status of the account to ‘Audited’, they would like the system to
automatically update the Audited date field on the account with today’s date.
Which tool should the administrator use to complete this automation?
Universal Containers has two sales teams, Sales team A and Sales team B. Each team has their own
role in the role hierarchy. Both roles are subordinates of the same Manager role.
How Should the administrator share records owned by sales team A with Sales team B?
Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response
from an agent for more than 2 hours after case creation.
Which feature should an administrator use to fulfill this requirement?
Northern trail Outfitter wants to use contract hierarchy in its or to display contact association.
What should the administrator take into consideration regarding the contact hierarchy?
Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK
has an automated business process it wants to run once a week to count the number of open cases related to an account.
How should the administrator recommend automating this business process?
A user at Cloud Kicks is having issues logging in to Salesforce. The user asks the administrator
to reset their password.
Which two options should the administrator consider when resetting the user’s password?
Choose 2 answers
Ursa Major Solar has service level agreements (SLA) that are routed to support queues. Cases that meet the 24 hour SLA need to be automatically re-assigned to the next tier queue.
Which feature should be used to fulfill this requirement?
The administrator at universal containers has a screen flow that helps users create new leads.
When lead source is “Search Engine”, the administrator needs to require the user to choose a specific
a search engine from a picklist. If lead source is not “Search Engine”, this picklist should be hidden.
How should the administrator complete this requirement?
DreamHouse Reality needs to use consistent picklist value on a category filed on accounts
and cases, with value respective to record types.
Which two features should the administrator use to fulfill this requirement?
Choose 2 Answers
Universal Containers requires a different Lightning page to be displayed when Accounts are
viewed in the Sales Console and in the Service Console.
How should an administrator meet this requirement?
A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation.
When using the Lead Conversion process, which two records can be Created?
Choose 2 answers
Universal Containers (UC) customers have provided feedback that their support cases are not
being responded to quickly enough. UC wants to send all unassigned Cases that have been open for
more than two hours to an urgent Case queue and alert the support manager.
Which feature should an administrator configure to meet this requirement?
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?
Ursa Major Solar is noticing a decrease in deals with a cross-sell opportunity type and wants
to share all cross-sell opportunities with a team of subject matter experts in their organisation. The
company has different roles, and the organisation wide default opportunity is set to private.
How should the administrator accomplish this?
What should an administrator use as an identifier when importing and updating records from a separate system?
The administrator at Northern Trail Outfitters has been using a spreadsheet to track assigned licenses and permission sets.
What feature can be used to track this in Salesforce?
Ursa Major Solar uses Opportunity to track sales of solar energy products. The company has two
separate sales teams that focus on different energy markets. The Services team also wants to use
Opportunity to track installation. All three teams will need to use different fields and stages.
How Should the administrator configure this requirement?
The marketing team at Ursa Major Solar wants to send a personalized email whenever a lead fills out
the web-to-Lead form on their website. They want to send different Message based on the Lead
Industry Field Value.
What Should an administrator configure to meet this requirement?
Marketing users at Cloud Kicks should be able to view and edit converted leads. The administrator has assigned them permission set with the View and edit Converted Leads permission.
Which two ways can the marketing users now access converted leads for editing?
Choose 2 answers
The administrator at Cloud Kicks writes an assignment rule to send all cases created via email or the web to the Automated Cases Queue Any manually created cases should be owned by the agent creating them, however, the manually created cases now show the administrator as the owner.
What will the administrator find when troubleshooting this issue?
Cloud Kicks (CK) needs a new sales application. The administrator there is an application package on the AppExchange and wants to begin testing it in a sandbox to see If it addresses CK's needs.
What are two considerations when installing a managed package in a sandbox?
Choose 2 answers.
The events manager at dream house realty has a hot lead from a successful open house that
needs to become a contact with an associated opportunity.
How should this be accomplished from the campaign keeping the associated campaign member
history?
An administrator has been asked to update a flow that was created as part of a recent update. When
the administrator opens the flow for editing, the Flow toolbox offers only four elements: Assignment,
Decision, Get Records, and Loop.
What would cause this?
The sales manager at Cloud Kicks wants to set up a business process where opportunity discounts
over 30% need to be approved by the VP of sales. Any discounts above 10% need to be approved by the
user’s manager. The administrator has been tasked with creating an approval process.
Which are two considerations the administrator needs to review before setting up this approval process?
Choose 2 answers
Cloud Kicks executives have noticed the opportunity Expected revenue Field displays
incorrect values.
How Should the administrator correct this?
Universal Containers administrator has been asked to create a many-to-many relationship
between two existing custom objects.
Which two steps should the administrator take when enabling the many-to-many relationship?
Choose 2 answers
Clod Kicks has a screen flow with two questions on the same screen, but only one is necessary
at a time. The administrator has been asked to show only the questions that is needed.
How should an administrator complete this?
The Human resources department at Northern Trail outfitters wants employees to provide
feedback about the manager using a custom object in Salesforce. It is important that managers are
unable to see the feedback records from their staff.
How should an administrator configure the custom object to meet this requirement?
What data loss considerations should an administrator keep in mind when changing a custom field type from Text to Picklist?
Choose 2 answers
Cloud Kicks want its reports to show a Fiscal Year that starts on February 1 and has 12 months.
How Should the Administrator Address this requirement?
An administrator supporting a global team of salesforce users has been asked to configure company
settings.
Choose 2 options
Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity.
Which tool should an administrator use to meet this requirement?
An administrator wants to create a form in Salesforce for users to fill out when they lose a client.
Which automation tool supports creating a wizard to accomplish this goal?
The administrator at AW Consulting has created a custom picklist field. Business users have requested that it be a text field. The administrator attempts to change the field type but, is unable to because it is referenced by other functionalities.
Which functionality is preventing the field type from being changed?
Northern Trail Outfitters (NTO) has deployed my domain. The Chief Marketing Officer wants to make sure that all of the Salesforce users log in using the branded login URL. There needs to be a grace period for the user's bookmarks to be updated.
How should the administrator configure the policies in my domain settings?
The administrator at cloud kicks is trying to debug a screen flow that create contacts. One of
the variables in the flow is missing on the debug screen.
What could cause this issue?
The administrator for Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases.
How should the screen flow be distributed?
The administrator at Clod Kicks updated the custom object Event to include a lookup field to the
primary contact for the event. When running an event report, They want to reference fields from the
associated contact record.
What should the administrator do to pull contact fields into the Custom report?
The administrator for Cloud Kicks needs to give access to a new custom object with custom
fields to more than one user.
Which two options should an administrator use to meet this requirement?
Choose 2 answers
DreamHouse Realty requires that house showings be scheduled within the current year to prevent too many future showings from stacking up.
How can they make sure Showing Date is only populated with a date this years?
Cloud Kicks has created a screen flow for their sales team to use when they add new leads. The screen
flow collect name, email and shoe preference. which two things should the administrator do to display the screen flow? Choose 2 answers
Northern Trail Outfitters wants to encourage employees to choose secure and appropriate passwords for their Salesforce accounts.
Which three password policies should an administrator configure?
Choose 3 answers
Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities.
What should an administrator configure to provide these insights?
Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen.
How should the administrator configure Salesforce to meet this requirement?
The Cloud kicks sales manager wants to boost productivity by providing insights at the start
of each day.
Which three sales-specific standard Lightning components should administrator add to the homepage
to meet this requirement?
Choose 3 Answers.
Northern Trail Outfitters wants to know the average stage duration for all closed Opportunities.
How should an administrator support this request?
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?
Once an opportunity reaches the negotiation stage at cloud kicks, The Amount fields becomes
required for sales users. Sales managers need to be able to move opportunities inti this stage without
knowing the amount.
How should the administrator require this field during the negotiation stage for sales users but allow
their managers to make changes?
An administrator at Universal Container needs an automated way to delete records based on
field values.
What automated solution should the administrator use?
The administrator at Ursa Major Solar need to make sure the unassigned cases from VP customers get
transferred to the appropriate service representative within 5 hours. VIP Customers have access to
support 24 hours a day.
How should this be configured?
The Marketing team at Cloud Kicks uses campaigns to generate product interest. They want custom picklist values for the campaign member Status field for each campaign they run, currently, they ask the administrator to add or delete values, but this is very time consuming.
Which two user permission should allow the Marketing team to customize the campaign member status picklist values themselves?
Choose 2 answers
Cloud Kicks has a custom object named shoe. The administrator has been asked to ensure that when
a relationship is created between Account and shoe to prevent orphaned shoe records.
What should the administrator do to complete this requirement?
Universal Containers has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules a sales rep at Universal Containers leaves the company and their user record is deactivated. The rep is later rehired in V administrator activates the old user record. The user is added to the same default Opportunity teams but h no longer able records the user worked on before leaving the company.
What is the likely cause?
An administrator needs to create a one-to-many relationship between two objects with
limited access to child records.
What type of field should the administrator use?
The Administrator at Cloud Kicks need to automatically route support cases, regardless of
how they are created, to a queue based on case priority.
What tool should the administrator use?
Sales raps at Ursa Solar are having difficulty managing deals. The leadership team has asked
the administrator to help sales reps prioritize and close more deals.
What should the administrator and close more deals.
The Administrator at Universal Container wants to add branding to salesforce.
Which two considerations should the administrator keep in mind?
Choose 2 Answers
An administrator has reviewed an upcoming critical update.
How should the administrator proceed with activation of the critical update?
An administrator at Universal Containers has been asked to prevent users from accessing Salesforce from outside of their network.
What are two considerations for this configuration?
Choose 2 answers
Northern Trail Outfitters has a new flow that automatically sets the field values when a new
account is created. That the flow is launched by a process, But the flow is not working properly.
What should administrator do to identify the problem?
Northern Trail Outfitters wants to track ROI for contacts that are key stakeholders for opportunities.
The VP of Sales requested that this information be accessible on the opportunity and available for
reporting.
Which two options should the administrator configure to meet these requirements?
Choose 2 answers
An analytics user at Cloud Kicks needs Read, Create, and Edit access for objects and Should
be restricted from deleting any records.
What should the administrator do to meet this requirement?