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Plat-Admn-201 Examinations Actual Questions | Latest Plat-Admn-201 Test Format

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Salesforce Plat-Admn-201 Exam Syllabus Topics:

Topic
Details

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

Agentforce AI: This domain introduces AI-powered agents in Salesforce, covering use cases, configuration in Agent Builder, security considerations, and troubleshooting agent permissions.

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

Automation: This domain covers automation tools for streamlining business processes, including assignment and escalation rules, Flow configuration for various scenarios, and approval process setup.

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Latest Plat-Admn-201 Test Format, Exam Plat-Admn-201 Overview

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Salesforce Certified Platform Administrator Sample Questions (Q144-Q149):

NEW QUESTION # 144
A sales team is having difficulty understanding which stage their opportunity is in and what the company sales process requires of them in that stage. Which feature should a Platform Administrator implement to help the sales team quickly determine where they are in the sales process and what is required of them?

A. List Views
B. Reports & Dashboards
C. Big Deal Alerts
D. Opportunity Sales Path

Answer: D

Explanation:
The Opportunity Sales Path (or simply Path) is a visual representation of the stages in a sales process. It is the best tool for this requirement because it not only shows the current stage prominently at the top of the record but also allows administrators to define Key Fields and Guidance for Success for every stage. This guidance can include specific steps, tips, and links to company resources that explain exactly what a rep needs to do to move the deal to the next phase. Reports (Option A), List Views (Option D), and Big Deal Alerts (Option C) provide data and notifications but do not offer the contextual, stage-by-stage guidance that the Path provides.

NEW QUESTION # 145
A Platform Administrator is designing a prompt template for a new agent. The agent's purpose is to help service reps troubleshoot technical issues by providing concise, step-by-step instructions. Based on best practices for creating effective prompts, which approach should the administrator use when writing this prompt? 16

A. Focus on providing high-level, theoretical concepts so the AI has the flexibility to respond creatively.
B. Use specific technical terms and abbreviations to ensure the AI understands the specialised domain.
C. Use natural, easy-to understand language and clear, concise instructions to guide the AI's behavior.
D. Write a detailed prompt with multiple nested conditions to cover all the major troubleshooting scenarios.

Answer: C

Explanation:
Creating effective Agentforce prompts requires a focus on clarity and simplicity to ensure the Large Language Model (LLM) follows instructions accurately. According to Salesforce best practices, administrators should use natural, easy-to-understand language and provide clear, concise instructions1919. This approach helps the AI accurately reason through the task without becoming confused by overly complex or nested logic (Option A). While technical accuracy is important, relying heavily on jargon or abbreviations (Option B) can sometimes lead to unexpected results if the LLM interprets those terms differently in various contextsFurthermore, providing high-level theoretical concepts (Option C) often results in vague or "creative" answers that may not be helpful for technical troubleshooting, which requires specific and actionable steps22. Using direct instructions like "Summarize the issue in three bullet points" is more effective than broad guidelines.

NEW QUESTION # 146
Once an opportunity reaches the negotiation stage at Cloud Kicks, the Amount field becomes required for sales users. Sales managers need to be able to move opportunities into this stage without knowing the amount. How should a Platform Administrator require this field during the negotiation stage for sales users but allow their managers to make changes?

A. Make the field required for all users.
B. Create a formula field to fill in the field for managers.
C. Configure a validation rule to meet the criteria.
D. Assign the Administrator profile to the managers.

Answer: C

Explanation:
A Validation Rule is the only way to enforce conditional requirement logic based on both record data (the stage) and user data (the user's profile or role). To achieve this, the Platform Administrator would write a formula that checks three things: if the Stage is "Negotiation," if the Amount field is blank, and if the user is not a manager. The formula would look something like: AND(ISPICKVAL(StageName, "Negotiation"), ISBLANK(Amount), $Profile.Name <> "Sales Manager"). This allows the system to block standard sales users from saving the record without an amount, while the exception for the manager's profile allows them to bypass the requirement. Making the field required on the page layout (Option A) would affect all users equally, failing to meet the requirement for managers. Assigning the Admin profile to managers (Option B) is a major security risk and violates the principle of least privilege.1

NEW QUESTION # 147
A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and series. How should a Platform Administrator set up the Campaign to simplify reporting?

A. Configure Campaign Member Statuses to record which event Members attended.
B. Use Campaign Hierarchy where the monthly events roll up to a parent Campaign.
C. Create individual Campaigns that all have the same name.
D. Add different record types for the monthly event types.

Answer: B

Explanation:
To organize related marketing initiatives and simplify reporting, Salesforce utilizes Campaign Hierarchies. A hierarchy allows an administrator to link multiple campaigns together using the
"Parent Campaign" field. In this scenario, the admin should create a "Parent" campaign to represent the entire networking series and then create individual "Child" campaigns for each monthly event. This structure provides two major benefits: it allows the sales rep to see the specific performance (ROI, members, responses) of a single monthly event, and it uses
"Hierarchy Total" fields to automatically roll up all those metrics to the parent level. This provides a holistic view of the entire series' success without requiring complex manual calculations. Using the same name for campaigns (Option A) leads to data confusion, and while member statuses (Option B) are useful, they do not provide the structural "series vs. month" reporting required here. Campaign Hierarchy is the standard architectural approach for multi-touch or recurring marketing efforts.

NEW QUESTION # 148
A Platform Administrator for Cloud Kicks needs to ensure that only the financial records belonging to each individual user are visible on the report in order to meet scope of the data privacy requirements. How should the administrator achieve this?

A. Set sharing model as Public Read/Write for the respective object(s).
B. Use Apex sharing to hide records.
C. Create multiple reports, each filtered to show records owned by each user.
D. Set sharing model as Private for the respective object(s).

Answer: D

Explanation:
The foundation of Salesforce data security is the Organization-Wide Default (OWD). To ensure that users can only see their own records (and those above them in the hierarchy), the administrator must set the OWD for the object to Private. When an object is private, a user can only see records they own. When that user runs a report, the report engine automatically respects these sharing settings and only displays the records the user is authorized to see. This is a much more secure and scalable solution than creating separate reports for every user (Option C).
Option A (Public Read/Write) would allow everyone to see everything, violating the privacy requirement. Option D (Apex sharing) is a complex coding solution that is unnecessary when the standard "Private" sharing model fulfills the requirement through simple configuration.

NEW QUESTION # 149
......

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