Free Salesforce Certified Platform Administrator Exam Plat-Admn-201 Exam Practice Test

When a qualified lead is converted, what happens to its related records?

• Records from custom objects are attached to the resulting contact, account, and opportunity records.
• Open activities only are attached to the resulting contact, account, and opportunity records.
• All activities are attached to the resulting contact, account, and opportunity records.
• Campaign history is attached to the resulting contact, account, and opportunity records.

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

A salesperson complains that the Log a Call button is missing from the highlights panel of an Opportunity page. What is the reason for this?

• The Log a Call action will appear within the Activity Component as a standard behavior rather than the highlights panel.
• The Log a Call action has not been added to the Salesforce Mobile and Lightning Experience Actions section of the page layout.
• The custom Log a Call permission is missing from the user's profile and assigned permission sets.
• The custom Log a Call permission has been disabled at the org level in Setup.

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.

Which task is especially suited for Agentforce?

• Single-step predefined processes
• Static document generation
• Multi-step processes that need adaption to change
• Tasks without decision-making

Cloud Kicks (CK) has a new Platform Administrator who is asked to put together a memo detailing Salesforce usage to budget for upcoming license purchases. Where should the administrator go to find out what type of licenses CK has purchased and how many are available?

• Usage-based entitlements related list in company information
• Search for licenses types in setup
• User licenses related list in company information
• User management settings in setup

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.

A Platform Administrator at Cloud Kicks has created a screen flow to help service reps ask the same set of questions when customers call in with issues. This screen should be visible from cases. How should the administrator distribute the screen flow?

• Page Layout
• Home Page
• Lightning Page
• Component Filter

A sales rep typically has several open opportunities for each of their accounts. Which tool should a Platform Administrator suggest to the sales rep to obtain the total number of accounts associated with open opportunities in a report?

• Bucket Column
• Report Filter
• Unique Count
• Group Rows

An agent is being developed with several actions that all retrieve information from different databases. A Platform Administrator has named the actions as follows: GetCustomerInfo, GetOrderDetails, GetShippingStatus. Which best practice should the administrator follow to improve these names?

• Remove all verbs and use only nouns, such as CustomerInfo, OrderDetails, and ShippingStatus.
• Add the word "Salesforce" to the beginning of each action name to improve context for the large language model.
• Use a consistent naming convention by starting each action with the verb "Get".
• Use additional related verbs, such as Find, Retrieve, or Identify.