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Salesforce Plat-Admn-301 Exam Syllabus Topics:

TopicDetails
Topic 1
  • Data and Analytics Management: This section of the exam measures skills of Salesforce Data Analyst and covers data quality assessment, data enrichment, and duplicate management. It explains how to choose appropriate reporting and analytics tools for advanced requirements, including custom report types, snapshots, formulas, joined reports, and dashboard configurations. It also covers methods for connecting external data sources using big objects, external objects, data warehouses, data lakes, and Salesforce Connect. Finally, it describes the suitable tools and methods for importing data, including Data Loader, Data Import Wizard, and external IDs.
Topic 2
  • Process Automation: This section of the exam measures skills of Salesforce Consultant and covers choosing the right automation tools to solve complex business problems. It focuses on understanding the capabilities and limitations of declarative tools, identifying the right troubleshooting methods, and applying automation correctly within Salesforce’s order of execution. This section emphasizes designing efficient, scalable automation using workflow tools, flows, and other declarative features.
Topic 3
  • Security and Access: This section of the exam measures the skills of Salesforce Administrator and covers how record-level access, field access, and sharing models impact data visibility across the system. It focuses on understanding controlled-by-parent relationships, territory management, role hierarchies, and access to reports, dashboards, and email folders. It also includes comparing custom profiles, permission sets, and delegated administration, along with evaluating different authentication methods. The section also addresses the structure of business models such as person accounts, standard accounts, contacts, and contact-to-multiple-account relationships.
Topic 4
  • Objects and Applications: This section of the exam measures the skills of a Salesforce Business Analyst and covers selecting appropriate object and application-level solutions to meet business needs. It focuses on identifying when to use master-detail relationships, lookups, junction objects, related lists, record types, Schema Builder, and Object Creator. The section also includes improving UI and user experience using App Manager, Lightning App Builder, Dynamic Forms, standard Lightning components, console apps, and tools like the Lightning page analyze button.
Topic 5
  • Cloud Applications: This section of the exam measures skills of Salesforce Consultant and covers the standard Salesforce capabilities that support sales and service operations. It includes features such as products, price books, schedules, orders, quotes, and the tools that help with forecasting and territory management. The section also describes how to create Salesforce Knowledge articles, manage entitlements, support service workflows, and enable interactions through chat, case feed, Omni-Channel, console apps, and Experience Cloud sites. It also introduces the broader Salesforce suite that extends core platform functionality.

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Salesforce Certified Platform Administrator II Sample Questions (Q36-Q41):

NEW QUESTION # 36
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?

Answer: C

Explanation:
A public group is a grouping of users, roles, roles and subordinates, or other groups that can be used to share access to records or folders. A sharing rule is a rule that grants additional access to records based on certain criteria or ownership. In this case, the administrator should create a public group for the renewals team and create a criteria based sharing rule on opportunities that grants read-only access to the group for all closed won opportunities. This way, the renewals team can see all the opportunities that are eligible for renewal while keeping the account private. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.
htm&type=5 https://help.salesforce.com/s/articleView?id=sf.sharing_rules.htm&type=5


NEW QUESTION # 37
The administrator at Universal Containers recently rolled out Email-to-Case functionality. Even though a new record type was created and specified in the Email-to-Case settings, all incoming cases are receiving a different record type.
What is likely causing the record type discrepancy?

Answer: C

Explanation:
The Automated Case User is the default user for cases created via Email-to-Case. This user needs to have permissions to the new record type in order to assign it to the incoming cases. If the Automated Case User does not have the permissions, the cases will receive a different record type based on the organization-wide default settings. References: https://help.salesforce.com/s/articleView?id=sf.case_email_to_case.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.case_automated_user.htm&type=5


NEW QUESTION # 38
The administrator at Cloud Kicks (CK) is troubleshooting why users are missing expected email alerts from an automated process. The investigation shows that CK is hitting its daily limit.
What should the administrator review to resolve the issue?

Answer: C

Explanation:
Email logs provide information about email delivery, such as the sender, recipient, date and time, delivery status, and any error messages. The administrator can use email logs to troubleshoot why users are missing expected email alerts and identify which emails are hitting the daily limit. References: https://help.salesforce.
com/articleView?id=email_logs.htm&type=5


NEW QUESTION # 39
A sales rep at Ursa Major Solar reafized that the wrong price book was selected for an opportunity.
How can the sales rep change the price book on the opportunity?

Answer: A

Explanation:
The change can be made through the desktop site by using the Edit All button on the related list of products on the opportunity page. This button allows you to edit multiple products at once and change their price book entries. You cannot use this button on the mobile app, as it is not supported. You also cannot change the price book on the opportunity once it has products added to it, unless you remove all the products first. References:
https://help.salesforce.com/s/articleView?id=sf.opportunity_products_edit.htm&type=5 https://help.salesforce.
com/s/articleView?id=sf.opportunity_products_change_pricebook.htm&type=5


NEW QUESTION # 40
An administrator is planning he release process for the year. The team will be using change sets to process deployment to production.
Which three best practices should be considered?

Answer: A,C,E

Explanation:
Planning deployments around maintenance schedules ensures that there are no interruptions or delays in the deployment process. Deploying all dependent components ensures that there are no missing metadata or references that could cause errors or failures in the deployment. Limiting change sets to 10,000 files ensures that the deployment does not exceed the maximum size limit for change sets


NEW QUESTION # 41
......

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