Exam: Plat-Admn-201
|
|||||||||||||||||||||||||||
ABOUT THE EXAM
Certified Platform Administrators are Salesforce pros who are always looking
for ways to help their companies get even more out of the Salesforce Platform
through additional features and capabilities.
Key Exam Details
Name: Salesforce Certified Platform Administrator (Plat-Admn-201).
Format: 60 multiple-choice questions, 105 minutes.
Passing Score: 65% (39 correct answers).
Cost: $200 (plus tax); $100 retake fee.
Delivery: Can be taken at a test center or online with live proctoring.
What's Covered (Exam Topics)
Configuration & Setup: Company settings, UI, user management.
Object Manager & App Builder: Standard/custom objects, relationships, Lightning
apps.
Sales & Marketing Apps: Sales processes, opportunity tools, automation.
Service & Support Apps: Case management, automation.
Productivity & Collaboration: Activity management, Chatter, Salesforce Mobile.
How to Prepare
Practice: Use a Salesforce Developer Org for hands-on tasks.
Trailhead: Complete the Admin Beginner and Intermediate trails.
Scenario-Based: Focus on real-world situations and problem-solving.
1. Configuration and Setup (High Weight)
Company Settings, User Management (Profiles, Permission Sets, Roles).
Security Settings (Login Access Policies, Password Policies, Network Access).
2. Object Manager and Lightning App Builder (High Weight)
Standard & Custom Objects, Fields, Relationships (Lookup, Master-Detail).
Page Layouts, Record Types, Lightning Record Pages, Component Visibility.
Lightning App Builder, Apps, Tabs, Home Pages.
3. Data Management & Analytics
Data Import/Export (Data Loader).
Data Validation, Duplicate Management.
Reports & Dashboards (Creating, Customizing, Sharing).
4. Workflow/Process Automation
Flows (Screen Flows, Record-Triggered Flows), Process Builder (legacy), Workflow
Rules (legacy).
Approval Processes.
5. Sales and Marketing Applications
Lead Management, Opportunity Management, Campaigns.
6. Service and Support Applications
Case Management, Entitlements, Knowledge.
7. Productivity and Collaboration
Chatter, Activities (Tasks, Events), Email Templates, Global Actions.
Key Skills Tested:
Understanding of user security and access controls (Profiles, Roles,
Sharing).
Ability to build and customize user interfaces using Lightning App Builder.
Knowledge of automation tools for business processes.
Proficiency in managing data within the platform.
Plat-Admn-201 Brain Dumps Exam + Online / Offline and Android Testing Engine & 4500+ other exams included
$50 - $25 (you save $25)
Buy Now
QUESTION 1
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?
A. Group Rows
B. Filter Logic
C. Detail Column
D. Bucket Column
Answer: D
Explanation:
In Salesforce reporting, a Bucket Column is the most efficient tool for
categorizing records without
the need for creating custom fields or complex formula logic. Bucketing allows
an administrator to
define ranges of values for a field”such as the "Contract Value" currency
field”and assign a label to
each range, such as "Small," "Medium," or "Large." This is particularly useful
for grouping data into
segments that do not exist natively in the data model. For example, if a "Small"
account is defined as
anything under $50,000 and "Large" is over $200,000, the bucket tool allows the
admin to visually
organize these in the report builder interface. Unlike Grouping Rows, which
merely clusters identical
values together, a Bucket Column transforms raw data into meaningful categories
for visualization.
This feature significantly enhances data storytelling by providing a summarized
view of account
distribution based on specific financial thresholds without impacting the actual
Account record or
requiring administrative overhead for new fields.
QUESTION 2
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?
A. Case Assignment Rules
B. Email-to-Case
C. Omni-Channel
D. Lead Assignment Rules
Answer: C
Explanation:
Omni-Channel is a comprehensive service tool designed to route work items (like
Cases, Leads, or
custom objects) to the most available and qualified support agents in real-time.
Unlike Case
Assignment Rules, which are often static and require administrative intervention
to update complex
logic, Omni-Channel allows for more dynamic management through the use of Queues
and Presence
Statuses. By using Omni-Channel, a support manager or "Supervisor" can monitor
agent workloads
and adjust capacity or move people between service channels without needing to
modify the
underlying system configuration or involve the Platform Administrator. It
supports various routing
models, such as "Least Active" or "Most Available," ensuring that work is
distributed fairly and
efficiently. This flexibility is vital for growing organizations that need to
scale their support operations
quickly while maintaining high service levels. Furthermore, it provides the
business with the
autonomy to manage its workforce effectively, as managers can see who is logged
in and what they
are working on, allowing for immediate adjustments to handle spikes in case
volume.
QUESTION 3
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?
A. Explore AppExchange for data quality and record completeness solutions.
B. Create a report for Accounts and Opportunities highlighting missing data.
C. Subscribe the sales reps to a monthly report for accounts and opportunities.
D. Configure the key fields as required fields on the page layout.
Answer: B
Explanation:
The administrator's goal is to gain a better understanding of current data
quality and record
completeness issues in Accounts and Opportunities. Creating reports (or
dashboards) that highlight
blank or missing key fields”using filters like "Field equals (blank)" or formula
fields to flag
incompleteness”directly assesses the existing data by showing which records lack
required information.
Why B is correct: Salesforce Trailhead modules on data quality emphasize using
reports and
dashboards (e.g., Account, Contact & Opportunity Data Quality Dashboard) to
identify missing fields and measure completeness before implementing fixes.
Why not the others:
A: Exploring AppExchange apps is useful for advanced or ongoing solutions but
skips the initial assessment step.
C: Subscribing reps to reports helps with awareness but doesn't provide the
admin with an overview of data quality.
D: Making fields required prevents future issues but doesn't reveal current
missing data or outdated records.
This approach aligns with Salesforce best practices: assess data quality first
through reporting, then enforce improvements.
QUESTION 4
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. Different page layouts that control the picklist values for the opportunity
types
B. Separate record types and sales processes for the different types of
opportunities
C. Validation rules that ensure that users are entering accurate sales stage
information
D. Public groups to limit record types and sales processes for opportunities
Answer: B
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.
QUESTION 5
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?
A. Download the solution from AppExchange.
B. Install a package from the Partner Portal.
C. Create a managed package in AppExchange.
D. Configure the package from Salesforce Setup.
Answer: A
Explanation:
Salesforce does not provide a robust, native "document merge" engine that can
handle complex
templates, headers, and advanced formatting out of the box. Therefore, the
standard practice for
implementing such a solution is to download a third-party application from the
AppExchange. The
AppExchange is the primary marketplace for Salesforce-integrated solutions,
offering popular
document generation tools like Conga Composer, Nintex DocGen, or S-Docs. These
tools allow
administrators to create professional-grade documents (like quotes, contracts,
and invoices) by
merging Salesforce record data into Word, PDF, or Excel templates. As a Platform
Administrator, the
process involves researching the best-fit app for the requirements, installing
the package into a
Sandbox for testing, and then deploying it to Production. This approach is
highly efficient because it
leverages existing, vetted technology that is specifically designed to handle
the complexities of
document generation, saving the organization from trying to build a costly and
difficult-to-maintain
custom solution using code or complex automation.
QUESTION 6
How should a Platform Administrator view Currencies, Fiscal Year settings,
and Business Hours in Salesforce?
A. User Management Settings
B. Company Settings
C. Custom Settings
D. Feature Settings
Answer: B
Explanation:
In the Salesforce Setup menu, Company Settings (formerly Company Profile) is the
central location
where global organizational parameters are managed. This section contains
several key settings.
Under Company Information, the admin can view the Org ID, default time zone, and
primary
currency. The Fiscal Year settings allow the admin to define whether the
organization follows a
standard Gregorian calendar or a custom fiscal cycle. Business Hours are used to
define the working
times for the organization, which is critical for calculating milestones in
Service Cloud or escalation
rules. If Multi-Currency is enabled, this is also where exchange rates and
active currencies are
managed. Viewing and configuring these settings is a foundational task for any
Platform
Administrator, as they establish the baseline for how data is interpreted and
how time-based
automation functions across the entire instance. Ensuring these are correct is
vital for accurate
financial reporting and maintaining service level agreements (SLAs).
Buy Complete
Students Feedback / Reviews/ Discussion
Mahrous Mostafa Adel Amin 1 week, 2 days ago - Abuhib- United Arab
Emirates
Passed the exam today, Got 98 questions in total, and 2 of them weren’t from
exam topics. Rest of them was exactly the same!
upvoted 4 times
Mbongiseni Dlongolo - South Africa2 weeks, 5 days ago
Thank you so much, I passed Plat-Admn-201 today! 41 questions out of 44 are from
Certkingdom
upvoted 2 times
Kenyon Stefanie 1 month, 1 week ago - USA State / Province = Virginia
Thank you so much, huge help! I passed Plat-Admn-201 Salesforce today! The big majority
of questions were from here.
upvoted 2 times
Danny 1 month, 1 week ago - United States CUSTOMER_STATE_NAME: Costa Mesa =
USA
Passed the exam today, 100% points. Got 44 questions in total, and 3 of them
weren’t from exam topics. Rest of them was exactly the same!
MENESES RAUL 93% 2 week ago - USA = Texas
was from this topic! I did buy the contributor access. Thank you certkingdom!
upvoted 4 times
Zemljaric Rok 1 month, 2 weeks ago - Ljubljana Slovenia
Cleared my exam today - Over 80% questions from here, many thanks certkingdom
and everyone for the meaningful discussions.
upvoted 2 times
logged members Can Post comments / review and take part in Discussion
Certkingdom Offline Testing Engine Simulator Download
Prepare with yourself how CertKingdom Offline Exam Simulator it is designed specifically for any exam preparation. It allows you to create, edit, and take practice tests in an environment very similar to an actual exam.
Supported Platforms: Windows-7 64bit or later - EULA | How to Install?
FAQ's: Windows-8 / Windows 10 if you face any issue kinldy uninstall and reinstall the Simulator again.
Download Offline Simulator-Beta
Certkingdom Testing Engine Features
- Certkingdom Testing Engine simulates the real exam environment.
- Interactive Testing Engine Included
- Live Web App Testing Engine
- Offline Downloadable Desktop App Testing Engine
- Testing Engine App for Android
- Testing Engine App for iPhone
- Testing Engine App for iPad
- Working with the Certkingdom Testing Engine is just like taking the real tests, except we also give you the correct answers.
- More importantly, we also give you detailed explanations to ensure you fully understand how and why the answers are correct.
Certkingdom Android Testing Engine Simulator Download
Take your learning mobile android device with all the features as desktop offline testing engine. All android devices are supported.
Supported Platforms: All Android OS EULA
Install the Android Testing Engine from google play store and download the app.ck from certkingdom website android testing engine download
Certkingdom Android Testing Engine Features
- CertKingdom Offline Android Testing Engine
- Make sure to enable Root check in Playstore
- Live Realistic practice tests
- Live Virtual test environment
- Live Practice test environment
- Mark unanswered Q&A
- Free Updates
- Save your tests results
- Re-examine the unanswered Q & A
- Make your own test scenario (settings)
- Just like the real tests: multiple choice questions
- Updated regularly, always current
