Practice Free Plat-Admn-301 Exam Online Questions
Northern Trail Outfitters (NTO) has a private sharing model for records containing a customer’s credit Information. These records should be visible to a sales rep’s manager but hidden from their colleagues.
How should an administrator adjust NTO’s sharing model to ensure the correct amount of confidentiality?
- A . Use validation rules targeting the logged-in user.
- B . Add View All access for the object via the managers profile.
- C . Create sharing rules for each manager based on the record owner.
- D . Grant access using hierarchies via the sharing settings.
C
Explanation:
To ensure that sales reps’ managers can view records containing customer’s credit information but their colleagues cannot, NTO should grant access using hierarchies via the sharing settings. This option allows users above another user in the role hierarchy to have access to records owned by or shared with users below them in the hierarchy.
Reference: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm&type=5
The sales department has asked to limit access to the Amount field on the Opportunity to only tnose users. In the sales department and on the executtve team, Northern Trail Outfitters uses six custom profiles including Sales User. Marketing user, call Center user. Executive User Sales Manager user, ana call Center Manager user. Field level access is removed from three or the profiles In the sandbox.
What action should an administrator take to make sure this change is in production?
- A . Create a sandbox template and push it to production to reflect the update.
- B . Manually restrict access to this field for each profile via Setup Just like the sandbox.
- C . Deploy a change set from tht sandbox to prodUGBOffl including the Amount field with all the custom profiles.
- D . Process a change set with the profiles that should no longer have access to the field.
C
Explanation:
A change set is a tool that allows you to send customizations from one Salesforce org to another. A change set can contain components such as objects, fields, profiles, permission sets, workflows, and more. You can use change sets to migrate changes from a sandbox org to a production org or between two sandbox orgs that are affiliated with the same production org. In this case, you can deploy a change set from the sandbox to production that includes the Amount field and all the custom profiles that need access to it. This way, you can update the field-level security settings for the field on each profile in one deployment.
Reference:
https://help.salesforce.com/s/articleView?id=sf.changesets.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.changesets_components_field.htm&type=5
Cloud Kicks needs to track government-issued identification numbers for its customers. The security team requires that the identification number cannot changed by users and must be masked when displayed, except the last two digits.
Which two recommended configurators should administrator create? Choose 2 answers
- A . Use a field with Classic Encryption.
- B . Enable Shield Platform Encryption.
- C . Configure a Field Encryption Policy
- D . SetRead-Only Field-Level Security in the user Profile
B,C
Explanation:
Shield Platform Encryption is a Salesforce feature that allows you to encrypt sensitive data at rest while preserving critical platform functionality. It uses a combination of tenant secrets, encryption keys, and masking policies to protect your data. A field encryption policy is a set of rules that defines which fields are encrypted and how they are masked when displayed. A field encryption policy can be used to encrypt and mask the identification number field, except for the last two digits.
Reference:
https://help.salesforce.com/s/articleView?id=sf.security_pe_overview.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.security_pe_field_encryption_policies.htm&type=5
Cloud Kicks (CK) typically sells Its products direct to consumer and tracks sales using the Order object
In Salesforce. The head of sales has now decided that CK will also sell to retail locations for resale.
The administrator wants to leverage opportunities and opportunity products for these new deals.
What should the administrator do to track accurate sales data on opportunities?
- A . Create new Products with the new retail pricing.
- B . Add a new Order Process for Orders generated from opportunities.
- C . Create a new Price Book for the new retail pricing.
- D . Add a required lookup field from the Order to the opportunity.
C
Explanation:
A price book is a list of products and their prices that can be added to an opportunity. A product can have different prices for different markets or segments, and these prices are stored in different price books. In this case, the administrator should create a new price book for the new retail pricing and add the products that are sold to retail locations for resale. This way, the users can select the appropriate price book and products for their opportunities based on the type of customer they are selling to.
Reference:
https://help.salesforce.com/s/articleView?id=sf.products_pricebooks.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.products_define.htm&type=5
Management at Ursa Major Solar wants to understand how many accounts have opportunities in the overall pipeline.
What should the administrator use to create a report showing all open opportunities and the total number of accounts represented?
- A . The row count on a summary report grouped by account name
- B . A Cross Filter selecting opportunities with accounts
- C . A custom report type showing opportunities with accounts
- D . The Show Unique Count option on the account name column
D
Explanation:
The Show Unique Count option on the account name column will create a report showing all open opportunities and the total number of accounts represented. This option will count each account only once, even if it has multiple opportunities. The report can be grouped by account name or any other field to show more details.
Reference: https://help.salesforce.com/s/articleView?id=sf.reports_builder_unique_count.htm&type=5
An administrator at Cloud Kicks has been tasked by the compliance team to flag where sensitive information is stored in Salesforce.
What feature should the administrator use to fulfill this requirement?
- A . Data Classification
- B . Schema Builder
- C . Classic Encryption
- D . Field-Level Security
A
Explanation:
Data Classification is the feature that the administrator should use to flag where sensitive information is stored in Salesforce. Data Classification is a feature that allows administrators to flag where sensitive information is stored in Salesforce by assigning sensitivity and classification levels to fields. Data Classification can help administrators comply with data privacy regulations and best practices by identifying and managing sensitive data in their orgs.
When configuring a change set, which two practices should an administrator adhere to in order to ensure a successful deployment to production? Choose 2 answers
- A . Clone a change set to add forgotten dependent components to an uploaded change set.
- B . Add permissions and access settings to outbound change sets in addition to the dependent component list.
- C . Run deployment validations on the change set in the sandbox prior to uploading to production.
- D . When deploying a new record type, ensure the new record type is the only component in the change set.
B,C
Explanation:
Two practices that the administrator should adhere to in order to ensure a successful deployment to production are:
Add permissions and access settings to outbound change sets in addition to the dependent component list. This can help avoid deployment errors or access issues caused by missing permissions or settings for the components in the change set. For example, if the change set includes a new custom object, the administrator should also include the object permissions, field-level security, page layouts, and record types for that object.
Run deployment validations on the change set in the sandbox prior to uploading to production. This can help test the change set for any errors or conflicts before deploying it to production. Deployment validations simulate the deployment without actually making any changes and report any issues or warnings.
The other two options are incorrect because:
Cloning a change set does not add forgotten dependent components to an uploaded change set. It only creates a copy of the existing change set that can be modified before uploading.
When deploying a new record type, it is not necessary to have it as the only component in the change set. It can be deployed along with other components as long as they are compatible and have the required dependencies.
Reference:
https://help.salesforce.com/s/articleView?id=sf.change_sets_components.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.change_sets_deploy.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.change_sets_validate.htm&type=5
How should an administrator support a finance team that is trying to use Opportunity data to keep an eye on their pipeline rather than manually calculating anticipated income for the quarter?
- A . Run a report at the end of each quarter to update the finance team on pipeline status.
- B . Set up collaborative forecasting to view quota against the open pipeline.
- C . Create a custom Forecasting object to inform the finance team on the status of deals.
- D . Show the finance team how to use the Opportunity Kanban List View.
B
Explanation:
To help the finance team use Opportunity data to keep an eye on their pipeline without manually calculating anticipated income for the quarter, the administrator should set up collaborative forecasting. Collaborative forecasting allows users to view quota against open pipeline and make adjustments based on changing business conditions.
Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm&type=5
Soles reps at AW Computing hove asked the Administrator to help them close deals faster on the Salesforce mobile app when they’re in the new. They want to be able to quickly close an opportunity and have key fields, like status, pre populated to Closed Won.
What should an administrator create to achieve this?
- A . Object-specific Quick Action
- B . Global Quick Action
- C . Lightning Component
- D . Enhanced Related Lists
A
Explanation:
An object-specific quick action is a type of action that allows users to do something in the context of a specific object, such as creating or updating a record, logging a call, sending an email, or launching a custom action. In this case, the administrator can create an object-specific quick action on the opportunity object that pre-populates certain fields with predefined values and allows users to quickly close an opportunity from the Salesforce mobile app.
Reference:
https://help.salesforce.com/s/articleView?id=sf.actions_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.actions_objectspecific_actions.htm&type=5
Support staff at Cloud Kicks work on multiple accounts and opportunities at the same time, Currently, they are switching between browser tabs, which is tedious and confusing. Support managers put in a request for a better agent experience.
What should an administrator recommend?
- A . Create a screen flow to pull all related opportunities onto one page.
- B . Enable Subtab Record Browsing in the Setup menu.
- C . Configure Split Lit Views.
- D . Implement Service Console.
D
Explanation:
Implement Service Console is what the administrator should recommend to support staff at Cloud Kicks for a better agent experience. Service Console is a Salesforce app that provides a unified interface for agents to manage multiple customer interactions and records at once. Service Console can help agents work more efficiently and productively by providing features such as tabs, subtabs, list views, related lists, highlights panel, interaction log, macros, keyboard shortcuts, and more