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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?

Flow

Picklists

Agent Instructions

Merge Fields

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?

Lightning pages and Visualforce pages automatically appear in the Mobile Only navigation menu without requiring tabs to be created first.

The Mobile Only app can be customized to show different navigation menus for different user profiles and permission sets.

The first four items in the Mobile Only navigation menu appear both in the navigation menu and in the navigation bar at the bottom of the screen.

The Mobile Only app automatically includes all standard Salesforce objects in the navigation menu based on user permissions.

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?

Group Rows

Filter Logic

Detail Column

Bucket Column

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?

Configure assignment rules to assign the agent to employee data.

Ensure the users’ permissions and field-level security restrict access to the CEO’s health plan.

Modify the agent’s instructions and guardrails to block questions related to the CEO’s health plan.

Train the agent on employee health plans instead of the CEO’s health plan.

5. Cloud Kicks needs to be able to show different picklist values for sales and marketing users.

Which two options meet this requirement?

Two permission sets, one record type, one picklist

One record type, two profiles, one picklist

One page layout, two record types, one picklist

Two page layouts, one record type, two picklists

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?

Delegated administrators can unlock users but cannot reset passwords.

Delegated administrators can update field-level security on standard objects.

Delegated administrators cannot modify permission sets.

Delegated administrators cannot assign users to profiles.

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?

Create a custom report type with relevant fields.

Create a custom field on the Campaign object for the type of initiative.

Create record types and page layouts for each type of campaign.

Use campaign hierarchies to organize campaign types.

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?

Clone the layout from a different profile and use save as.

Restore original page layout from a sandbox.

Restore from the recycle bin within 15 days.

From the fields palette, drag the field into the same position.

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?

In the Account object manager, create a custom compact layout.

Make the field required and move it to the top of the page.

Create a new page layout and a new section titled highlights panel.

From the page layout editor, drag the field to the highlights panel.

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?

Create an escalation rule to send cases to the correct queue.

Use a custom email service to set the owner of the case upon creation.

Utilize a flow to identify the correct queue and assign the case.

Configure Email-to-Case so emails are delivered 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?

Record Type

Compact Layout

Page Layout

Kanban Settings

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?

Download the solution from AppExchange.

Install a package from the Partner Portal.

Create a managed package in AppExchange.

Configure the package from Salesforce Setup.

13. What is an Agentforce use case in a sales organization?

Generating cold calls

Automating all marketing content

Providing basic web bot chats

Automating Lead Qualification

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?

Mark fields required on the page layout.

Use Flow to mark fields required.

Configure Opportunity Path.

Use validation rules.

Enable guided selling.

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?

Submit for Approval button

Einstein Next Best Action

Apex Triggers

Flow Approvals

16. Cloud Kicks wants to leverage roll-up summaries on the Account object.

Which standard object supports this roll-up summary natively?

Opportunity

Contact

Case

Campaigns

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?

Edit the Type field and change the name.

Use Rename Tabs and Labels.

Build a custom field called Tier and delete Type.

Create a global picklist value set.

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?

Make the field required for all users.

Assign the Administrator profile to the managers.

Configure a validation rule to meet the criteria.

Create a formula field to fill in the field for managers.

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?

Enable reporting snapshots.

Select Download Chart on the component.

Set View Dashboard As to the dashboard viewer.

Enable dashboard feed tracking.

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?

Flow Builder

Automation Studio

Mass Delete Records

Flow Orchestration

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?

Case Assignment Rules

Email-to-Case

Omni-Channel

Lead Assignment Rules

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?

Guidance for Success

Big Deal Alerts

Reports and Dashboards

Similar Opportunities

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?

App page

User page

Record page

Dashboard page

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?

The support team members are missing the Agentforce User permission set.

The support team’s case page layout is missing the agent history component.

The agent’s instructions are preventing the history and context from being saved.

The handoff is creating a new case instead of transferring the existing session.

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?

Data Loader

Data Import Wizard

Data Cloud Connection

Data Export Service

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?

Dataloader.io

Manual Import

Data Import Wizard

Data Loader

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?

Assign the standard Platform User profile to the leadership users and edit the permissions to Modify All access.

Assign the standard System Administrator profile to the leadership users that includes the Modify All access.

Assign the standard User profile to the leadership users and add a custom permission set with Modify All access.

Clone the standard User profile to the leadership users and assign a Modify All role to grant access.

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?

Einstein Search Personalization

Einstein Lead Scoring

Einstein Opportunity Scoring

Einstein Activity Capture

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?

Process Automation Settings

Debug Logs

Support Processes

Support Settings

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?

Use a Text Widget.

Assign a new Task to each rep.

Use the Highlights Panel.

Send out a mass email.

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?

Add the new values to the predefined field values for the global actions New Event and New Task.

Add Schedule Site Visit and Send Contract picklist values for the Task subject field. Add Site Visit and Ride Along picklist values for the Event subject field.

Create a new custom Subject picklist field on Activity and add the field values.

Include Schedule Site Visit, Send Contract, Site Visit, and Ride Along picklist values for the Activity subject field.

32. A Platform Administrator wants to limit the kinds of reports their users can create.

Which tool should the administrator use?

Hide Report Types

Report Folder Sharing

Standard Report Types

Joined Report

33. A Platform Administrator is building an agent to nurture leads.

How does Agentforce SDR help?

Generate a dynamic call script and talking points for the human sales reps to use.

Autonomously negotiate pricing with the lead and close the final deal.

Analyze the performance of human sales reps and provide coaching tips.

Answer the lead's questions with responses that are grounded in company data.

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?

Create individual Campaigns that all have the same name.

Configure Campaign Member Statuses to record which event Members attended.

Use Campaign Hierarchy where the monthly events roll up to a parent Campaign.

Add different record types for the monthly event types.

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?

Approval Process1

Formula Field2

Flow Builder3

Prebuilt Macro4

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?

Set up default account teams with specified access levels for different team roles.

Create sharing rules to grant access to opportunities and cases for support teams.

Configure role hierarchy to automatically grant account access to the appropriate teams.

Use permission sets to provide additional access to account-related records.

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?

Use a conditional filter in the screen element to only show the Specific Search Engine field only when Lead Source is "Search Engine".

Use Assignment elements; one for when Lead Source is "Search Engine" and one for everything else.

Create a picklist for Specific Search Engine, and set conditional visibility so that it is only shown when Lead Source is "Search Engine".

Configure a picklist for Specific Search Engine, and use a validation rule to conditionally show only when Lead Source is "Search Engine".

38. The Activity Timeline is missing from the Account record page.

What should a Platform Administrator do to correct this?

Add the standard Activities component to the Account Lightning record page.

Update the user’s permission to allow Edit access to the Activity Timeline.

Run a report to verify whether any activities have been logged for that Account.

Add a button for the Activity Timeline in the Object Manager for the Account object.

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?

Field Update

Email Alert

Chatter Post

Autolaunched Flow

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?

Edit the object permissions to include Opportunity.

Add a custom permission set to include Opportunity.

Edit the role to enable Sales access.

Configure the assigned apps to include Opportunity.

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?

Escalation Rules with Business Hours

Record-Triggered Flows with Business Hours

Case Assignment Rules with Business Hours

Milestones with Business Hours

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?

Validation Rule

Quick Action

Flow Builder

Approval Process

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?

Escalation Rules

Assignment Rules

Case Rules

Workflow Rules

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?

Related lookup filters

Record type

Picklist value sets

Fields and relationships

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?

Dashboard Filters

Public Dashboards

Dashboard's running user

Dashboard Subscriptions

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?

Assignment Rules

Validation Rules

Approval Process

Schema Builder

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?

Create a junction with a custom object.

Create two master-detail relationships on the new object.

Create URL fields on a custom object.

Create two lookup relationships on the new object.

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?

Different page layouts that control the picklist values for the opportunity types

Separate record types and sales processes for the different types of opportunities

Validation rules that ensure that users are entering accurate sales stage information

Public groups to limit record types and sales processes for opportunities

49. How should a Platform Administrator view Currencies, Fiscal Year settings, and Business Hours in Salesforce?

User Management Settings

Company Settings

Custom Settings

Feature Settings

50. Which two actions should a Platform Administrator perform with Case escalation rules?

Send email notifications.

Change the Case Priority.

Reopen the Case.

Reassign the Case.

51. How should a Platform Administrator provide users with individualized views of data on a dashboard?

Add a Dashboard Filter to change the dashboard view.

Create a Dynamic Dashboard.

Set View Dashboard As to Me.

Set View Dashboard As to Another person.

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?

Prompt Builder caches the large language model’s response, so the prompt is only sent once for every template the administrator creates.

Every time the administrator runs a prompt template in Prompt Builder, it creates a unique call to the large language model.

The prompt is only sent to the large language model after the administrator deploys the template to a live agent, not when the prompt is run in the builder.

Prompt Builder runs a simulated call to the large language model to save on costs, so the prompt is never sent to the actual model.

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?

Explore AppExchange for data quality and record completeness solutions.

Create a report for Accounts and Opportunities highlighting missing data.

Subscribe the sales reps to a monthly report for accounts and opportunities.

Configure the key fields as required fields on the page layout.

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?

Field-Level Security

Sharing Rules

Permission Sets

Restriction Rules

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?

The stage of the opportunity records was changed to Closed Lost.

The record type of the opportunity records was changed.

The records were manually shared with the user.

Permission sets were removed when the user was deactivated.

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