Salesforce Certified Platform Administrator Plat-Admn-201 Exam Questions

Salesforce Certified Platform Administrator Exam Exam Objectives

1. 1

   1.0 Configuration and Setup (15%)

   • 1.1Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings).
   • 1.2Distinguish and understand the administration of declarative configuration of the user interface (UI) (for example: UI/UX settings, app menu, list views, global actions, Lightning App Builder).
   • 1.3Given a scenario, demonstrate the proper setup and maintenance of users (user name is unique, locales, working hours, how to distribute licenses, types of licenses, not deleting a user, implications of making inactive, override, assigning feature licenses, management of users with various login methods).
   • 1.4Explain the various organization Security Controls (for example: Identity verification, Setup Audit Trail, Login Hours, Session Settings, agent access).
   • 1.5Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example: Teams, Sharing hierarchy, public groups, org-wide defaults, sharing: roles, subordinates, role hierarchy, report and dashboard folders).
   • 1.6Given a scenario, determine the appropriate use of a custom profile or permission set (using the various profile settings, permission set group, and muting).
2. 2

   2.0 Object Manager and Lightning App Builder (15%)

   • 2.1Describe the standard object architecture and relationship model (for example: standard object, parent/child, master detail/lookup/junction relationships, record types, Schema Builder).
   • 2.2Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields (roll-up summaries, cross object formulas, picklist dependencies, relationship fields).
   • 2.3Given a scenario, determine how to create and assign page layouts, visibility on Lightning page layouts, record types, and business processes for custom and standard objects (quick actions and global actions).
3. 3

   3.0 Sales and Marketing Applications (10%)

   • 3.1Given a scenario, identify the capabilities and implications of the sales process (for example: leads, opportunities, path).
   • 3.2Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example: dashboards, lead scoring, Einstein for Sales, opportunity scoring, grading, and home page assistant, forecasting, territory management).
   • 3.3Describe the capabilities of lead automation tools and campaign management (for example: leads, lead convert, lead assignment rules, campaign, and campaign members).
4. 4

   4.0 Service and Support Applications (10%)

   • 4.1Describe the capabilities of case management (for example: case, case assignment rules, and queues).
   • 4.2Given a scenario, identify how to automate case management (for example: support process, case auto-response rules, case escalation, Einstein for Service).
5. 5

   5.0 Productivity and Collaboration (10%)

   • 5.1Describe the capabilities of activity management (tasks, events).
   • 5.2Describe the features of Chatter (groups, accessibility to groups, internal/external users).
   • 5.3Describe the capabilities of the Salesforce mobile app (Lightning page, modifying the app, browser, app menu, visibility, branding mobile app, build launchpad).
   • 5.4Identify use cases for AppExchange applications (awareness of managed or unmanaged packages, who is allowed to publish, prompts on AgentExchange, flows).
6. 6

   6.0 Data and Analytics Management (17%)

   • 6.1Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data (Archival, Apex data loader, Import Wizard).
   • 6.2Describe the capabilities and implications of data validation tools (duplicate and matching rules, validation rules).
   • 6.3Describe the options available when creating or customizing a report or report type (join objects together, with or without records, renaming the fields, formulas, bucket, join reports, chart settings, hide details, grouping totals, troubleshooting fields at a high level).
   • 6.4Describe the impact of the sharing model on reports (visibility, understand folder structure, sharing fields).
   • 6.5Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters).
7. 7

   7.0 Automation (15%)

   • 7.1Given a scenario, identify the appropriate automation solution based on the capabilities of the tool (escalation rules, case assignment rules, lead assignment rules, default automation user, AI).
   • 7.2Describe capabilities, use cases, and configuration for Flow (screen flows, record-triggered flows, autolaunched flows, order of execution).
   • 7.3Describe capabilities, use cases, and configuration for the approval process (criteria for approvers, rejections, approvals).
8. 8

   8.0 Agentforce (8%)

   • 8.1Describe the capabilities and use cases of Agentforce (scenarios about use cases, when it’s appropriate to use AI, security, troubleshooting agent permissions).
   • 8.2Explain how to maintain, update, or install prompts and instructions in Agent Builder (light testing, conversation preview).