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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.

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Sample Question and Answers

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).

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