New Plat-Admn-201 Exam Dumps (V8.02) for Your Salesforce Certified Platform Administrator Certification Preparation – Achieve Success in 2026

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1. A Platform Administrator needs to create a new prompt template to automatically summarize customer cases for a sales team. The administrator wants to dynamically populate the response with data from the case record.

What should the administrator use to display real Salesforce data in an agent response from a prompt template?
2. A Platform Administrator wants to customize the navigation menu for users in the Salesforce mobile app. The organization has not yet implemented any Lightning apps for mobile use.

Which statement about the Mobile Only app navigation is correct?
3. Cloud Kicks wants a report to categorize accounts into small, medium, and large based on the dollar value found in the Contract Value field.

Which feature should a Platform Administrator use to meet this request?
4. Cloud Kicks has implemented an Employee Agent to answer benefits questions for its employees.

How should a Platform Administrator prevent the agent from responding to staff members’ questions about the CEO’s private health plan and benefits?
5. Cloud Kicks needs to be able to show different picklist values for sales and marketing users.

Which two options meet this requirement?
6. A Platform Administrator at Cloud Kicks has set up a junior administrator as a delegated administrator in Salesforce.

What should the Platform Administrator consider regarding delegated administrators?
7. A Platform Administrator at Cloud Kicks would like to use Salesforce to start tracking details around its marketing efforts. They would like to track details around emails, trade shows, and webinars. Additionally, each of these initiatives will need to track different types of information.

How should the administrator accomplish this?
8. Ursa Major Solar’s Platform Administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be restored to the page layout.

What are two methods for achieving this goal?
9. A Platform Administrator creates a custom text area field on the Account object and adds it to the service team's page layout. The service team manager loves the addition of this field and wants it to appear in the highlights panel so that the service reps can quickly find it when on the Account page.

How should the administrator accomplish this?
10. Northern Trail Outfitters wants emails received from customers to generate cases automatically.

How should a Platform Administrator ensure that the emails are sent to the correct queue?
11. The Cloud Kicks sales team has asked that two of the fields that appear on the Opportunity cards in Kanban view be changed to make the cards more meaningful.

Which feature should a Platform Administrator access to make this change?
12. Cloud Kicks has hired a new sales executive who wants to implement a document merge solution in Salesforce.

How should a Platform Administrator implement this solution?
13. What is an Agentforce use case in a sales organization?
14. Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage.

Which three options should a Platform Administrator use to address this need?
15. The Cloud Kicks CFO requires any opportunity over $100,000 to be automatically sent to them, so they can sign off on the record before the deal closes.

Which feature should a Platform Administrator use to fulfill this requirement?
16. Cloud Kicks wants to leverage roll-up summaries on the Account object.

Which standard object supports this roll-up summary natively?
17. Cloud Kicks uses the standard Account Type field to indicate different account tiers. Users find this confusing, so management has asked that the field be changed to read "Tier" on the page layouts.

How should a Platform Administrator implement this change?
18. 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?
19. Management at Universal Containers would like to share dashboard components with their team in Chatter but currently does not have access to this capability.

How should a Platform Administrator make this functionality available to management?
20. A Platform Administrator at Universal Containers needs an automated way to delete records based on field values.

Which automated solution should the administrator use?
21. Universal Containers wants to ensure that cases are routed to the right people at the right time, but there is a growing support organization. The business wants to be able to move people around and adjust the work they get without having to request extra assistance or rely on the administrator teams.

Which tool allows the business to control its own assignment of work?
22. Senior leadership wants to be notified of any opportunities over $250,000 with more than a 75% probability of closing.

Which feature should a Platform Administrator set up to facilitate this?
23. An administrator at DreamHouse Realty needs to create customized pages for the Salesforce mobile app.

Which two types of pages should a Platform Administrator build and customize using the Lightning App Builder?
24. Agentforce is escalating cases to the support team, but the support team complains they have no context and have to ask the customer to repeat everything.

Which configuration issue is the most likely cause of this issue?
25. A Platform Administrator at Cloud Kicks needs to export a file of closed won opportunities from the last 90 days. The file should include the Opportunity Name, ID, Close Date, and Amount.

What should the administrator use to export this file?
26. A sales rep has a list of 300 accounts with contacts that they want to load at one time.

Which tool should a Platform Administrator utilize to import the records to Salesforce?
27. Cloud Kicks has an administrator team that manages the org. The company has asked for a small subset of leadership users to have Modify All access, like the administrators have.

How should the administrator team accomplish this?
28. Sales reps at Ursa Major Solar are having difficulty managing deals. The leadership team has asked a Platform Administrator to help sales reps prioritize and close more deals.

What should the administrator configure to help with these issues?
29. 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?
30. A sales manager at Cloud Kicks would like a dashboard to emphasize some important data and tell a more compelling data story to the sales reps.

How should a Platform Administrator achieve this for the sales manager?
31. A Platform 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".

What should the administrator configure to achieve this requirement?
32. A Platform Administrator wants to limit the kinds of reports their users can create.

Which tool should the administrator use?
33. A Platform Administrator is building an agent to nurture leads.

How does Agentforce SDR help?
34. 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?
35. At Cloud Kicks, sales reps use discounts on the opportunity record to help win sales on particular products. When an opportunity is won, they then have to manually apply the discount to the related opportunity products. The sales manager has asked if there is a way to automate this time-consuming task.

What should a Platform Administrator use to deliver this requirement?
36. Universal Containers wants to implement collaborative selling where multiple roles work together on customer accounts. Sales reps need full access to their assigned accounts, while customer support reps and sales engineers need access to opportunities and cases related to specific accounts they support. The sales manager wants to streamline the process by automatically adding the same team members to multiple accounts.

Which feature should a Platform Administrator configure to meet this requirement?
37. A Platform 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 search engine from a picklist. If Lead Source is not "Search Engine", this picklist should be hidden.

What is the most efficient way for the administrator to complete this requirement?
38. The Activity Timeline is missing from the Account record page.

What should a Platform Administrator do to correct this?
39. A Platform Administrator at Cloud Kicks has created an approval process for time-off requests.

Which two automated actions are available for the administrator to add as part of the approval process?
40. A Platform Administrator at Cloud Kicks is setting up a new Salesforce instance. The business requirements mandate that the marketers are given access to opportunities in order to maintain the campaign relationships on each opportunity. The administrator decides to assign the Marketing User profile.

What should the administrator do next to achieve this requirement?
41. Leadership at Cloud Kicks wants to go beyond knowing how long a case has been open for, to knowing how long a case has sat with different teams.

Which tool gives a Platform Administrator the ability to track the time a case sits and provide relevant reporting?
42. Ursa Major Solar wants to assist users with a guided expense report process to simplify submissions, routing, and authorizations.

Which two tools should a Platform Administrator use to build this solution?
43. Ursa Major Solar classifies its accounts as Silver, Gold, or Platinum Level. When a new case is created for a Silver or Gold partner, it should go to the Regular Support Queue. When an account is Platinum Level, it should automatically go to the Priority Support Queue.

What should a Platform Administrator use to achieve this?
44. Users at Cloud Kicks are reporting different options when updating a custom picklist on the Opportunity object based on the kind of opportunity.

Where should a Platform Administrator update the option in the picklist?
45. Northern Trail Outfitters has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group's dashboards.

What is causing reps to have inappropriate access to data on dashboards?
46. Which Salesforce feature allows a Platform Administrator to automate3 the routing of records to specific users for review and decision-making based on predefined criteria?
47. Universal Containers’ Platform 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?
48. 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?
49. How should a Platform Administrator view Currencies, Fiscal Year settings, and Business Hours in Salesforce?
50. Which two actions should a Platform Administrator perform with Case escalation rules?
51. How should a Platform Administrator provide users with individualized views of data on a dashboard?
52. A Platform Administrator created a new prompt template and is testing it. Every time the administrator tests the template, it gives a different response.

Why is the prompt template giving different responses each time it’s run?
53. Cloud Kicks is concerned that not everyone on the sales team is entering key data into accounts and opportunities that they own. Also, the team is concerned that if the key information changes, it does not get updated in Salesforce. A Platform Administrator wants to get a better understanding of their data quality and record completeness.

What should the administrator do to accomplish this?
54. A VP of sales needs to report on records owned by individuals in various parts of the role hierarchy. The organization-wide default is set to Private.

What should a Platform Administrator configure to achieve this?
55. Universal Containers (UC) has a private sharing model for Opportunities and uses Opportunity teams. Criteria-based sharing rules are not used. A sales rep at UC leaves the company, and their user record is deactivated. The rep is later rehired in the same role. A Platform Administrator activates the old user record. The user is added to the same default Opportunity teams but is no longer able to see the same records the user worked on before leaving the company.

What is the likely cause?

 

Salesforce Certified Platform Developer Plat-Dev-201 Dumps (V8.02) for Your Certification Preparation - Continue to Read Plat-Dev-201 Free Dumps (Part 2, Q41-Q80)