Salesforce Certified Platform Administrator II
Last Update Nov 30, 2025
Total Questions : 220
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Ursa Major Solar wants to add a chat component to its corporate website, where its service agents can respond directly from Salesforce.
What are two considerations the administrator should understand before adding Chat to the Service Console? Choose 2 answers
A sales rep at Ursa Major Solar was assigned to a role under their manager and is the record owner of several opportunities; however, the sales rep is missing from the manager's forecast.
What should the administrator review to solve this issue?
Ursa Major Solar has a training sandbox with 160MB of test data that needs to be refreshed every other day.
Which two sandboxes should be used in this instance?
Choose 2 answers
Ursa Major Solar (UMS) receives hundred of cases every week from both consumers and retail partners. UMS wants to ensure it's meeting all service-level agreements to maintain high levels of customer satisfaction.
What should the administrator do to help meet this goal?
Cloud Kicks has just released a new Process Builder on the Account in production. The end users keep getting error messages that prevent them from completing their updates to the Account.
Which three things should the administrator do to resolve this issue?
Choose 3 answers
Management at Ursa Major Solar wants to understand how many accounts have opportunities in the overall pipeline.
What should the administrator use to create a report showing all open opportunities and the total number of accounts represented?
Universal Containers' support team wants to use Salesforce Knowledge to allow customers and the support team to have access to the product documentation. There are many different types of documentation with usage across the globe.
What feature should the administrator configure?
At Cloud Kicks, the distributor account information is sensitive information. The administrator needs to make sure this information is unavailable to testers in the full sandbox.
What should the administrator recommend?
The finance director at Cloud Kicks asks the administrator for an exception report that shows all B2C accounts that are missing the credit card number. The credit card number is a classic encrypted field.
What action should the administrator take to meet this requirement?
An auto-response rule sends en email using Template when the field Case Source Is 'email' and Template when Case Source is blank. A Process Builder updates Case Source to 'email' when a case is created using Email-to-Case and to web' when a case Is created using Web-to-Case. Otherwise, Case Source Is blank.
What will occur when a case is created from an Incoming email?
Cloud Kicks (CK) typically sells Its products direct to consumer and tracks sales using the Order object In Salesforce. The head of sales has now decided that CK will also sell to retail locations for resale. The administrator wants to leverage opportunities and opportunity products for these new deals.
What should the administrator do to track accurate sales data on opportunities?
Ursa Major Solar uses the custom object Product Development to track Ideas R&D is wording on. A former administrator added the custom object Potential Name with a lookup to Product Development to allow R&D to track names under consideration for those product. The R&D manager recently ran a record and noticed several potential names where the relationship to the Product Development record was missing. The current administrator needs to change this relationship to master detail to ensure a potential name only exists when there is product development.
Which two options are available for altering the existing Potential Name records for the deployment of this change to be successful?
Choose 2 answers
The administrator at Universal Containers does a soft launch of the Salesforce Authenticator app and allows users to optionally use it to log In. The administrator would now like to look at how many users have successfully used it since It was rolled out.
What are two ways the administrator can get this Information?
Choose 2 answers
The administrator at AW Computing has received an email for a system error indicating that their organization has reached is hourly limit processing workflow time triggers.
Which two processes should the administrator review? Choose 2 answers
AW Computers has created a custom field called Government ID on a custom object. Most users with a custom Sales profile should be unable to access this field. A select group of Sales users called the Institutional Team should be able to access the Government ID field via reports.
How should an administrator accommodate this request?
An administrator recently Implemented multi-factor authentication (MFA) with a standard security level selectee. They are receiving cases that users are unable to log in.
What should me administrator do to troubleshoot?
Support staff at Cloud Kicks work on multiple accounts and opportunities at the same time, Currently, they are switching between browser tabs, which is tedious and confusing. Support managers put in a request for a better agent experience.
What should an administrator recommend?
Ursa Major Solar allows its scientists to log new stars as they find them, but on occasion, they log the same star by mistake. The administrator wants scientists to be notified when a record is deleted and by whom, and to maintain their own discovery information.
What automation solution should be used to send the notification?
Dreamhouse Realty recently learned that the major listing service it utilizes can accept messages to a specific endpoint. The realtors want to utilize this to be able to quickly update the listing price on properties after it has
been approved.
What automation tool should the administrator configure?
At Ursa Major Solar, several different planetary teams handle leads depending on which planet the lead is coming from. While most of the teams only need a few fields filled out to work the lead, the Jupiter team requires additional information to be filled out, such as which moon the lead is coming from. The administrator needs to automate which team is allocated the lead record based on the planet and ensure that every team has all of the information they need.
Which two features will satisfy these requirements?
Choose 2 answers
Sales reps at AW Computing hove been reporting that contact phone numbers sometimes revert book to on old value after being updated.
What should the administrator do to resolve this issue?
An administrator has a request to write a report listing accounts that have sales from this year and that have a completed activity in the last 30 days.
What reporting feature should the administrator employ to provide only the list of accounts, without listing the details of the opportunities?
AW Computing has a new requirement from its security team where audit information
relating to an account must be recorded in a new custom object called Audit. Audit
records need to be preserved for 10 years and only accessible by the audit team.
Cloud Kicks needs to track government-issued identification numbers for its customers. The security team requires that the identification number cannot changed by users and must be masked when displayed, except the last two digits.
Which two recommended configurators should administrator create? Choose 2 answers
An administrator has a request to create a Next Steps field for users to document what they need to do next on a lead. The field should allow users to format the text and be mapped to an opportunity when converted.
What type of field will satisfy these requirements?
Cloud Kicks (CK) has deployed several new custom apps that use Lightning Web components. The administrator is now concerned that they may need to make some adjustments to CK’s org to make it more secure.
Which tools should the administrator use to expose possible security risks within a Lightning web component?
When should an administrator apply a permission set to a user or group of users versus configuring the user’s profile with the necessary access?
Universal Containers has a Private sharing model for Accounts and Opportunities. A new team is being created from within the sales team that will be assigned all renewal opportunities. These users will need to see all closed won opportunities while keeping the account private.
How should the administrator meet this requirement?
An administrator created two record types on the Account object: Internal Customers and External Customers. A custom profile called Sales has the External Customers record type assigned. The sharing rules for Accounts arm set to Public Read Only. On occasion. Sales users notice that an Account record has the wrong record type assigned. The administrator has created a screen flow that will change the record type on the user's behalf.
What will happen to the Sales user's record access after running this flow?
The sales team at Cloud Kicks is noticing that sales reps are misusing the new Screen Flow tool for data entry, since they are viewed the initial screen after clicking finish.
What should the administrator do to fix this?
Cloud Kicks (CK) has an email parsing tool. CK wants to ensure that when certain field are updated, the Case Owner is notified by email.
What should the administrator use to email the Case Owner?
After setting up field history tracking on the Account object, the administrator for AW Computing wants to retrieve the field history data for analysis.
how should the administrator acquire this data?
At Ursa Major Solar, there is a custom object called Galaxy. The sales director wants users to only see certain field market.
What Lightning will satisfy this requirement?
The Cloud Kicks online Lead Intake form was recently updated to allow for new choices on some older picklist fields. The leads are all being created properly in Salesforce, but reps are getting errors as they try to work the leads.
What tool should the administrator use to evaluate what is causing the errors?
At Ursa Major Solar, there is an account owner by a user with the role of Galaxy manager. Two users with the same profile are both assigned to the sub-role, Galaxy Subordinate. However, only one can access the account.
What is the reason only one user can see the account record?
AW Computing sells a variety of software programs for Its customers to choose from. Management wants to ensure that the customer automatically receives phone support when they purchase photo editing. software.
how should an administrator meet these retirements?
AW Computing has a new requirement from its security team where audit information relating to an account must be recorded in a new custom object called Audit. Audit records need to be preserved for 10 years and only accessible by the audit team.
What relationship should be used to relate the Audit object to the Account object?
How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?
DreamHouse Realty wants to notify an assigned agent when an appointment Is booked on a custom object for one of their listed homes along with the total number of appointments booked so far. The administrator has configured a Roll-up Summary for the number of appointments as well as a flow to detect the creation of a new appointment
and send the information to the agent.
What consideration about process automation should the administrator be aware of to ensure the right Information is delivered?
Cloud Kicks (CK) does business directly with individual consumers (B2C) and large businesses (B2B). Some of CK's B2C customers are employed at its larger customer accounts and should be tracked under both.
Which two options will CK need to use to manage its customers' accounts?
Choose 2 answers
The sales manager at Cloud Kicks (CK) wants to make sure the accounts that CK serves are happy. One way they track this is by how many open cases an account has with CK. The sales manager asks CK's administrator to build a report to show Accounts with Open Cases.
What report type would this be?
What are three options available to the administrator to help with this issue? Choose 3 answers
What should an administrator do to keep secure fields protected in email templates'?
AW Computing (AVVC) has customers In multiple countries. AWC would li Which two considerations should AWC be aware or prior to implementing this change to the existing system? Choose 2 answers
AW Computing it running a special bundle deal on monitors and keyboards. Normally, discounts need VP approval, but this special bundle is pre-approved.
What should the administrator recommend for these requirements?
Cloud Kicks maintains Inventory in a legacy application. Management wants the information to also be available to view and report on in Saiesforce.
Which action should the administrator take to achieve this goal?
The sale VP notices several sales reps generating a contract too early in the sales stage. The help correct this Behavior, the has requested the Create Contract button only be available when the opportunity reach… negotiation stage.
How should the administrator meet this requirement?
Cloud Kicks (CK) has a filed called Shoe Type Preference, CK,s product team wants to see a report that groups specific picklist values together into the one of two lists.
What functionality should the administrator use to fulfill the team’s request?
Cloud Kicks has a Process Builder which should trigger upon a status change from on approval process. The Process Builder triggers if the status is updated manually, but not as a result or the approval process update.
What could the administrator do to troubleshoot the issue?
A request was made to import a spreadsheet of new Campaign Members. He system administrator started Data import Wizard but the Campaign Members object was unavailable as a choice. What is causing as a choice.
What is causing this occur?
Users at AW Computing are receiving a duplicate message when they enter contacts with common first and last names. Management wants to improve the user experience but also keep the data Integrity of contacts.
What should an administrator implement for this issue?
An administrator is Informed that an employee has Just resigned and needs all access removed Immediately. This user is the owner of 4,000 records and the sole recipient or 57 email alerts. Management will need at least a month to find a replacement. The email administrator has already revoked their email access.
What action should be taken to ensure the user's access is immediately revoked?
DreamHouse Realty manages Its accounts and contacts In Salesforce using a B2C account model. The business has requested that third-party loan advisors be tracked in Salesforce along with the customers they work with.
Hour should the administrator track third-party financial advisors and the customers they work with?
A new administrator at Cloud Kicks has reported that they are unable to use outbound change sets as requested.
What permission should be reviewed to determine if it is missing from the administrator user or profile?
AW Computing uses a custom Invoice object to track invoices related to accounts. The administrator wants to use roll-up summary fields to view high-level information at a glance on the account record.
Which two considerations should an administrator remember about roll-up summary fields?
Choose 2 answers
DreamHouse Realty (DR) wants to ensure that its data is protected. There have been several recent attempts to phish employees.
What should DR do to help ensure that the user that is logged in is the right user when the running user is trying to view reports and dashboards?
Cloud Kicks wants its sales reps to always use the same full zip code format with a hyphen where applicable.
What should the administrator implement to help ensure consistent formatting?
Which two tools should an administrator use to required data to be entered in a field and improve data quality on a record in Salesrorce?
Choose 2 answers
Northern Trail Outfitters (NTO) has a private sharing model for records containing a customer's credit Information. These records should be visible to a sales rep's manager but hidden from their colleagues.
How should an administrator adjust NTO's sharing model to ensure the correct amount of confidentiality?
The administrator at Cloud Kicks built a flow in a sandbox. After testing and validating the flow, the administrator plant to promote the flow to the production environment with a change set.
Which three considerations should the administrator be aware of when moving flows with a change sat? Choose 3 answers
An administrator is asked to create a report to calculate the year-over—year changed in the dollar amount of a company’s opportunities.
What reporting tool should be used to complete this request?
Ursa Major Solar customer records have a lot of fields and Lightning components to give users a variety of information and available functions. Recently,usrrs have noted that their pages take a long time to load and it's starting to negatively impact their experience.
What should the administrator do to help diagnose where improvements can be made?
An administrator created a new custom object. When trying to upload new records to the custom object using.
Date Loader, they are unable to see the new custom object in the list of available objects.
What should the administrator do to resolve the issue?
Cloud kicks has received feedback that customers are frustrated with the amount of time it takes to reach a support agent by area of expertise according to product information after a new case has been submitted. Love you too jani
Which feature should administrator configure in order to improve the case management process?
An administrator needs to create a junction object called Account Region to link the standard Account object with a custom object called Region.
Once the junction object is created, what are the next two steps the administrator should take?
Choose 2 answers