Plat-Admn-201 Sample Questions & Answers
Data and analytics tools edge out the rest, with validation and reporting, while the remaining weight spreads across company-wide setup, page layouts in the object manager, sales and support tools, everyday productivity, approval-based automation, and Agentforce AI.
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- Question 1Beginner
Configuration and Setup · Declarative UI Configuration
Universal Containers wants to streamline record creation. They need a 'New Case' action to be available on the Account record page, enabling agents to create a Case directly related to that Account. However, they also want a 'New Case' action available in the header of every page (like the Home page) that does not automatically relate to a specific record. Which configuration strategy meets both requirements?
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Correct answer: D
Object-Specific actions automatically create a relationship to the record they are initiated from (e.g., Case related to Account). Global Actions are used for creating records without an automatic context/relationship and are available anywhere actions are supported.
- Question 2Intermediate
Configuration and Setup · Profiles and Permission Sets
A finance team at CloudKicks uses a 'Finance User' Permission Set Group that includes three permission sets: 'Invoicing', 'Payment Processing', and 'Audit View'. For a specific project, all users assigned this group temporarily need to be restricted from the 'Delete Invoices' permission, which is currently granted by the 'Invoicing' permission set (which is also assigned on its own to other teams). The administrator wants to maintain the group and permission set structure for future use. What is the most efficient way to achieve this restriction for the group?
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Correct answer: A
A muting permission set added to a permission set group disables the selected permissions for everyone assigned the group, without editing the underlying permission sets ('Invoicing' still grants 'Delete Invoices' wherever it's used elsewhere). Removing the muting permission set later restores the permission, which keeps the group structure intact. Source: Salesforce Help - Muting Permission Sets in Permission Set Groups.
- Question 3Intermediate
Configuration and Setup · Company Settings
The Sales Director wants to implement a custom fiscal year structure because their sales quarters do not align with the standard Gregorian calendar months (e.g., 4-4-5 accounting periods). Which important consideration must the administrator communicate before enabling Custom Fiscal Years?
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Correct answer: B
Once Custom Fiscal Years are enabled, they cannot be disabled. This change permanently alters how the org handles dates for reporting, forecasting, and quotas, so it requires careful planning.
- Question 4Beginner
Object Manager and Lightning App Builder · Standard Object Architecture and Relationships
A recruiting agency wants to track which Candidates have applied for which Job Positions. A Candidate can apply for multiple Job Positions, and a Job Position can have multiple Candidates. The administrator decides to use a Junction Object called 'Job Application' to model this relationship. Which schema design correctly represents this requirement?
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Correct answer: B
A Junction Object creates a Many-to-Many relationship. It requires two Master-Detail relationships on the junction object (Job Application), linking it to the two parent objects (Candidate and Job Position).
erDiagram CANDIDATE ||--o{ JOB_APPLICATION : applies_via JOB_POSITION ||--o{ JOB_APPLICATION : receives JOB_APPLICATION { string application_status date application_date } - Question 5Advanced
Object Manager and Lightning App Builder · Fields and Page Layouts
An administrator is asked to convert a Master-Detail relationship to a Lookup relationship on a custom object 'Project Task' related to 'Project'. However, the system prevents this change. What is the most likely cause of this error?
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Correct answer: B
You cannot convert a Master-Detail relationship to a Lookup relationship if there is a Roll-up Summary field on the Master object (Project) that aggregates data from the Detail object (Project Task). The Roll-up Summary must be deleted first.
- Question 6Intermediate
Object Manager and Lightning App Builder · Page Layouts, Record Types, and Business Processes
The support team wants to see the 'Priority' and 'SLA Expiration' fields on the Case page ONLY when the Case Status is 'Escalated'. For all other statuses, these fields should remain hidden to reduce clutter. How should the administrator accomplish this using the Lightning App Builder?
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Correct answer: B
Dynamic Forms allows granular control over fields and sections on a Lightning Page. By setting visibility filters directly on the field components, the administrator can hide/show them based on record data (Status = 'Escalated') without needing multiple page layouts.
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