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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	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.
Topic 3	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.
Topic 4	Agentforce AI: This domain introduces AI-powered agents in Salesforce, covering use cases, configuration in Agent Builder, security considerations, and troubleshooting agent permissions.

Salesforce Certified Platform Administrator Sample Questions (Q114-Q119):

NEW QUESTION # 114
A sales rep typically has several open opportunities for each of their accounts. Which tool should a Platform Administrator suggest to the sales rep to obtain the total number of accounts associated with open opportunities in a report?

A. Unique Count
B. Report Filter
C. Bucket Column
D. Group Rows

Answer: A

Explanation:
When a report contains many rows where the same Account name appears multiple times (due to having several opportunities), a simple count of rows will not accurately represent the number of distinct accounts. To find the specific number of individual accounts, the Platform Administrator should use the Unique Count feature on the Account Name or Account ID column in the report builder. Selecting "Show Unique Count" provides a total at the bottom of the report (and in summary groupings) that counts each unique value only once, regardless of how many times it appears in the list. Bucket Columns (Option A) group data into categories46. Report Filters (Option B) exclude records47. Grouping Rows (Option D) visually organizes the report by Account but does not inherently provide a single summary number for the count of distinct accounts in the way that Unique Count does.

NEW QUESTION # 115
At Cloud Kicks, cases are being assigned a default Case Owner and showing a Created By and Last Modified By that is not expected. The company wants to change this to an integration user to alleviate confusion with the business. What should a Platform Administrator edit to change this in Salesforce?

A. Process Automation Settings
B. Debug Logs
C. Support Settings
D. Support Processes

Answer: C

Explanation:
In Salesforce, Support Settings is the primary configuration page for determining how the Service Cloud handles automated case updates. This section allows a Platform Administrator to define the "Default Case Owner" and the "Automated Case User." The Automated Case User is the user listed in the Case History for automated actions, such as those triggered by assignment rules, escalation rules, or Email-to-Case. If the business sees an "unexpected" user name in the Created By or Last Modified By fields during these automated processes, it is usually because this setting is pointing to a specific administrator or a system user. By updating the Automated Case User to a dedicated "Integration User," the admin ensures that the audit trail clearly distinguishes between manual edits made by staff and automated updates made by the system. This provides better clarity for the support team and prevents confusion regarding who is responsible for specific record changes.

NEW QUESTION # 116
Northern Trail Outfitters has two different sales processes: one for business opportunities with four stages and one for partner opportunities with eight stages. Both processes will vary in page layouts and picklist value options. What should a Platform Administrator configure to meet these requirements?

A. Validation rules that ensure that users are entering accurate sales stage information
B. Different page layouts that control the picklist values for the opportunity types
C. Separate record types and sales processes for the different types of opportunities
D. Public groups to limit record types and sales processes for opportunities

Answer: C

Explanation:
To manage different business requirements for a single object like Opportunities, Salesforce utilizes a combination of Record Types and Sales Processes. A Sales Process is a specific feature for the Opportunity object that allows an administrator to select which "Stage" picklist values are visible. In this scenario, the admin would create one Sales Process for "Business" (4 stages) and another for "Partner" (8 stages). Once these processes are defined, they are linked to Record Types. Record Types are the engine that allows different users to see different Page Layouts and picklist options based on the "type" of record they are creating. This architecture ensures that users working on Partner deals are guided through the appropriate eight stages and see the relevant fields on their layout, while Business users have a streamlined four-stage experience. This separation is critical for maintaining data integrity and ensuring that the reporting for each pipeline is accurate. It prevents confusion by only showing users the options that are relevant to the specific context of the deal they are managing.

NEW QUESTION # 117
DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generates leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help a Platform Administrator meet the request?4

A. Lightning Data7
B. Bolt Solutions5
C. Flow Solutions8
D. Lightning Community6

Answer: C

Explanation:
10
When a business needs a specific11, complex functional tool (like a mortgage calculator) on a tight timeline and zero budget, Flow Solutions on the AppExchange are the best resource. Many Flow Solutions are provided for free by Salesforce Labs or other partners. These are pre-built, "installable" flows that an administrator can download and customize. Because they are built using standard Flow Builder logic, they can be easily integrated into a website or Experience Cloud site to capture user input and generate Lead records automatically. Bolt Solutions (Option A) are full industry templates that often require more setup and licensing. Lightning Data (Option C) is for data enrichment, not functional calculators. Flow Solutions empower administrators to deliver complex automation and specialized UI components quickly and cost-effectively.

NEW QUESTION # 118
The client services and customer support teams share the same profile but have different permission sets. The custom object Retention related list needs to be restricted to the client services team on the Lightning record page layout. What should a Platform Administrator use to fulfill this request?

A. Sharing Settings
B. Page Layout Assignment
C. Record Type Assignment
D. Component Visibility

Answer: D

Explanation:
When users share the same profile but require different user interface experiences, Component Visibility is the most effective tool. In the Lightning App Builder, the administrator can select the "Related List" component (or a "Related List - Single" component for Retention) and add a visibility filter. The filter can be set to "User > Permission > Custom Permission" or "User > Profile," but since they share a profile, the best approach is to filter based on a Permission Set or a specific user field. This allows the Retention list to be visible only to the Client Services team members while remaining hidden for the Customer Support team, even though they are looking at the same record. Page Layout Assignment (Option A) and Record Type Assignment (Option C) are profile-based and would not work since the teams share a profile. Sharing Settings (Option D) control access to the data itself, but the request specifically asks to hide the UI element (the related list).

NEW QUESTION # 119
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