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Pass Plat-Admn-301 Exam - Real Test Engine PDF with 224 Questions
NEW QUESTION # 83
Cloud Kicks (CK) does business directly with individual consumers (B2C) and large businesses (B2B). Some of CK's B2C customers are employed at its larger customer accounts and should be tracked under both.
Which two options will CK need to use to manage its customers' accounts?
Choose 2 answers
- A. Campaign Members
- B. Leads
- C. Contacts to Multiple Accounts
- D. Person Accounts
Answer: C,D
Explanation:
To manage both B2C and B2B customers, CK should use Person Accounts and Contacts to Multiple Accounts features. Person Accounts allow CK to store information about individual consumers without requiring a separate account record. Contacts to Multiple Accounts allow CK to associate a contact with multiple accounts, such as their employer and their personal account. References: https://help.salesforce.com/s
/articleView?id=sf.account_person_behavior.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.
account_contact_rel_overview.htm&type=5
NEW QUESTION # 84
Northern Trail Outfitters (NTO) is expending into the U.K. While most of NTO's product are the same as in the US. Pricing will vary from product due to shipping and raw material cost differences.
What should the administrator configure for a smooth rollout to the U.K.?
- A. Configure a U.K Opportunity record type.
- B. Add a new U.K Order Form that has the euro symbol instead of the dollar symbol.
- C. Create a new Price Book for the U.K product pricing.
- D. Write a flow the translates the currency from dollars to euros using a custom Exchange Rate field.
Answer: C
Explanation:
As explained in question 3, a price book is a list of products and their prices for a specific segment of customers or market. By creating a new price book for the U.K product pricing, Northern Trail Outfitters (NTO) can offer different prices for their products in the U.K market due to shipping and raw material cost differences. The price book can also specify which currency is used for the prices, such as pounds or euros.
References: https://help.salesforce.com/s/articleView?id=sf.products_pricebooks_def.htm&type=5
NEW QUESTION # 85
The administrator at Cloud Kicks needs to set up automation to update three fields on the Shipment custom object. Because of the effect these updates will have on some programmatic customizations, they need to happen in a very specific order.
How should the administrator configure the field updates to ensure the proper order.
- A. Create a process with one criteria node and three field updates in the correct order.
- B. Create three workflow rules in order, one workflow rule for each field update.
- C. Create a process with three criteria nodes and stop after each action.
- D. Create a workflow rule with three field updates entered in the correct order.
Answer: A
Explanation:
To ensure that multiple field updates occur in a specific order on a custom object, the administrator should create a process with one criteria node and three field updates arranged in the correct order. This approach allows the updates to execute sequentially within a single automation framework, ensuring that they happen in the intended order.
* Using Process Builder with a Single Criteria Node:
* In Process Builder, the administrator can define a single criteria node that triggers the field updates. By adding multiple field updates within this single node and arranging them in the desired sequence, Salesforce will execute them in that specific order.
* This setup provides better control over the sequence of updates compared to multiple workflow rules, as Process Builder will execute each field update step by step as configured within the node.
* Advantages Over Workflow Rules:
* Unlike workflow rules, where the order of execution can be less predictable due to separate triggers, Process Builder enables precise control over the execution sequence within the same process.
* Using multiple workflow rules or multiple criteria nodes with stop actions would complicate the setup without guaranteeing the specific order. Process Builder's structure ensures that updates proceed in the exact order defined.
Incorrect options:
* Option A (Three workflow rules): Creating separate workflow rules for each update does not ensure a specific order of execution, as workflow rules are not guaranteed to run sequentially.
* Option C (Three criteria nodes with stop actions): This approach would execute each node separately, and the stop action after each node adds unnecessary complexity, without ensuring the sequential order required.
* Option D (One workflow rule with three field updates): Workflow rules do not guarantee the order of field updates within a single rule. Using Process Builder with a single node is more reliable for sequential execution.
In conclusion, Process Builder with one criteria node and ordered field updates is the most effective approach to ensure a specific execution sequence for multiple field updates on the Shipment object.
Reference: According to Salesforce best practices, Process Builder is recommended over multiple workflow rules when specific ordering and complex logic are required for field updates
NEW QUESTION # 86
The administrator at Cloud Kicks is evaluating the capabilities of Schema Builder to create custom objects and custom fields. The administrator likes the user interface of the Schema Builder, as opposed to the new object and field wizards, but also notices some limitations.
What needs to be configured from the object manager instead of Schema Builder?
- A. Make available for Customer Postal.
- B. Add custom fields to the page layout.
- C. Allow Reports and Activities
- D. Enable field history tracking
Answer: B
Explanation:
While the Schema Builder is a powerful tool in Salesforce for visually creating and managing custom objects and fields, there are certain configurations that must be done in Object Manager rather than Schema Builder.
One of these configurations is enabling field history tracking.
* Field History Tracking:
* Field history tracking cannot be configured directly within Schema Builder. This setting must be enabled from within the Object Manager, where administrators can specify which fields on an object should have their changes tracked.
* Enabling field history tracking involves navigating to the object in Object Manager, accessing the field history tracking settings, and selecting specific fields to track.
* Limitations of Schema Builder:
* Schema Builder is useful for quickly creating custom objects, relationships, and fields, but it does not support all configurations, such as enabling field history tracking, defining object-level permissions, or setting advanced object configurations.
* For these types of configurations, administrators need to return to Object Manager where these settings are available.
Incorrect options:
* Add custom fields to the page layout: This task is typically done within Object Manager, but Schema Builder does allow customization of page layouts to a certain extent through drag-and-drop.
* Make available for Customer Portal: Schema Builder does not control portal availability; however, this is managed through Object Manager settings related to record visibility for portal users.
* Allow Reports and Activities: This setting can be configured in Schema Builder when initially creating an object, but further refinements and permission settings must often be done in Object Manager.
In conclusion, enabling field history tracking requires access to the Object Manager, as it cannot be configured through Schema Builder.
Reference: According to Salesforce documentation, certain object and field configurations, such as field history tracking, are only accessible through Object Manager and not through Schema Builder
NEW QUESTION # 87
The finance director at Cloud Kicks asks the administrator for an exception report that shows all B2C accounts that are missing the credit card number. The credit card number is a classic encrypted field.
What action should the administrator take to meet this requirement?
- A. Unmask the encrypted credit card number field to make it available and add a custom filter to a report where credit card number is blank.
- B. Build a custom checkbox called Has Credit Card' that Finance checks when a credit card is recorded and a tabular report filtered on the checkbox equal to false.
- C. Add 'View Encrypted Fields' to a permission set assigned to Finance and system administrators and a summary report filtered by credit card number.
- D. Create a summary report that includes a cross-filter to the Account object with a sub-filter for credit card number equal to null.
Answer: D
Explanation:
A summary report with a cross-filter is a type of report that allows you to summarize data by grouping rows and columns and applying filters based on related objects and fields. A cross-filter is a filter that lets you include or exclude records in your report based on related objects and their fields. In this case, you can create a summary report that includes a cross-filter to the Account object with a sub-filter for credit card number equal to null. This will show you all B2C accounts that are missing the credit card number, regardless of whether it is encrypted or not. References: https://help.salesforce.com/s/articleView?id=sf.
reports_summary_charts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.reports_cross_filters.
htm&type=5
NEW QUESTION # 88
A sales user is assigned to a permission set group that gives them Modify All access to Accounts. An administrator assigns the same user to a muting permission set that mutes Deletes access on Account.
What level of access will the sales user have on the Account object?
- A. Read-only
- B. No Access
- C. Read, Create, and Edit
- D. Modify All
Answer: D
Explanation:
Modify All is the level of access that the sales user will have on the Account object after being assigned to a muting permission set that mutes Delete access on Account. Muting permissions are a way to reduce or remove access to objects or fields for users who are assigned to permission set groups. Muting permissions can only mute object-level permissions, such as Create, Read, Edit, Delete, View All, or Modify All, but not field-level permissions or other permissions. Muting permissions can only reduce or remove access that is granted by other permission sets or permission set groups within the same permission set group, but not by profiles or other sources of access. Therefore, in this case, the muting permission set will only mute the Delete access on Account that is granted by the permission set group, but not the Modify All access that is also granted by the permission set group.
NEW QUESTION # 89
A user is getting an error when attempting to merge two accounts. The administrator checks the profile to see the user has Read/Write permission on Accounts and is the owner of both records.
What is preventing the user from completing the merge?
- A. The user is assigned to the wrong territory.
- B. The Delete permission is missing on the user for Accounts.
- C. The Account matching rules are not set.
- D. Only administrators have permission to merge records.
Answer: B
Explanation:
The Delete permission is missing on the user for Accounts is what is preventing the user from completing the merge. Merging accounts is a way to combine up to three duplicate accounts into one master record and update the related records accordingly. Merging accounts requires the Delete permission on accounts because merging accounts involves deleting the duplicate records and keeping only the master record.
NEW QUESTION # 90
AW Computing has several service plans it offers with its laptops. Management wants the sales team to focus on bringing in new business and to have the creation of the renewal opportunity for the service plans happen automatically.
What approach should the administrator take to automate the renewal process7
- A. Configure a time-based workflow to send an email reminder to the sales rep when the service plan expires.
- B. Create a dynamic Lightning page with rich text to remind the rep to create a renewal opportunity when the opportunity is closed won.
- C. Configure a flow that will create the renewal based on the closed-won date and opportunity line items.
- D. Create a validation rule to prevent the rep from closing the opportunity until a renewal is associated.
Answer: C
Explanation:
To automate the renewal process for service plans, AW Computing should configure a flow that will create the renewal based on the closed-won date and opportunity line items. A flow is a tool that can automate complex business processes by executing logic, interacting with Salesforce database, calling Apex classes, and guiding users through screens. A flow can be triggered by various events, such as when an opportunity is closed won. References: https://help.salesforce.com/s/articleView?id=sf.flow_overview.htm&type=
NEW QUESTION # 91
Cloud Kicks (CK) has e sneaker maintenance plan that It Includes with all orders for Its new line of Bluetooth- enabled custom sneakers. The sneaker maintenance plan gives each customer 6 months of phone support in case they have Issues with their new sneakers. The administrator at CK is having a hard time keeping up with the work associated with managing the maintenance plan.
What should the administrator do to help manage the plan?
- A. Create a support process for the maintenance plan.
- B. Use Flow to automatically create and assign entitlements.
- C. Ensure milestones are in place for the maintenance plan.
- D. Set up and configure entitlement templates.
Answer: D
Explanation:
Entitlement templates are a way to automatically create and associate entitlements with products or service contracts. They can help simplify the management of entitlements and ensure that customers receive the correct level of service. Entitlement templates can also be used to define service levels, milestones, and entitlement processes for different types of products or service contracts.
NEW QUESTION # 92
On the Planet custom object, Ursa Major Solar's sales director wants only certain action buttons to appear depending on if a given planet is defined as gaseous.
Which Lightning component should the administrator define dynamic action buttons?
- A. Record Detail
- B. Related Lists
- C. Highlights Panel
- D. Activities
Answer: C
Explanation:
The Highlights Panel is a Lightning component that displays key information about a record at the top of the page. You can customize the Highlights Panel to show different actions based on the record type or other criteria. In this case, you can define dynamic action buttons for the Planet object that appear only if the gaseous field is true or false. This way, you can show different actions for different types of planets.
References: https://help.salesforce.com/s/articleView?id=sf.lex_page_layouts_highlights_panel.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.dynamic_actions_considerations.htm&type=5
NEW QUESTION # 93
What are three options available to the administrator to help with this issue? Choose 3 answers
- A. Remove some of the fields displayed.
- B. Deactivate unnecessary validation rules.
- C. Reduce the number of related lists displayed.
- D. Convert all Process builders to flows.
- E. Move some page components behind a tab.
Answer: A,C,E
Explanation:
Move some page components behind a tab, remove some of the fields displayed, and reduce the number of related lists displayed are three options available to the administrator to help with this issue. Moving some page components behind a tab can help reduce the loading time of a record page by hiding some components until they are needed by the user. Removing some of the fields displayed can help reduce the loading time of a record page by minimizing the number of queries and calculations that need to be performed when rendering the page. Reducing the number of related lists displayed can help reduce the loading time of a record page by limiting the amount of data that needs to be retrieved and displayed on the page
NEW QUESTION # 94
Sales reps at Ursa Major Solar often give discounts depending on the configuration of the solar panel system.
Customers want to know what the different configuration options are. Sales management wants to ensure the opportunity pipeline is as accurate as possible.
What should sales reps do to ensure their quotes and opportunities reflect their sales?
- A. Create a new quote record for each of the different product configurations. Sync the most likely to be purchased back to the opportunity.
- B. Create new opportunities for each quote request. Change the forecast category to omitted for all except the most likely to be purchased.
- C. Use the products related list to associate the different configurations with the opportunity. Update the Amount field with the most likely purchase price.
- D. Update the quote record each time the customer requests a different product configuration, and clicks the sync button to update the opportunity.
Answer: D
Explanation:
Creating a new quote record for each of the different product configurations and syncing the most likely to be purchased back to the opportunity will ensure that their quotes and opportunities reflect their sales. This way, sales reps can show customers different options and prices, and keep track of which one is most likely to close. Syncing a quote with an opportunity will update the opportunity amount, stage, and expected revenue fields based on the quote information. References: https://help.salesforce.com/s/articleView?id=sf.
quotes_overview.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm&type=5
NEW QUESTION # 95
Ursa Major Solar allows its scientists to log new stars as they find them, but on occasion, they log the same star by mistake. The administrator wants scientists to be notified when a record is deleted and by whom, and to maintain their own discovery information.
What automation solution should be used to send the notification?
- A. flow
- B. Workflow Action
- C. Process Builder
- D. Heroku
Answer: A
Explanation:
Flows are tools that automate business processes by collecting data and performing actions in your org or an external system. Flows can be triggered by various events such as record creation, updates, or invocations from other processes or flows. Flows can also send email alerts as part of their actions. To send a notification when a record is deleted and by whom, and to maintain their own discovery information, an administrator can use a flow that runs when a record is deleted, queries the record owner's email address and discovery information from another object or variable, and sends an email alert with those details. References:
https://help.salesforce.com/s/articleView?id=sf.flow_concepts.htm&type=5
NEW QUESTION # 96
Cloud Kicks uses a dashboard with multiple components based on Account, Case, and Opportunity reports.
The system administrator adds a dashboard filter on Account Owner. When filtering the dashboard by Account Owner, records are now missing from several Opportunity components.
What is the recommended way for the system administrator to resolve this issue?
- A. Create a joined Accounts and Opportunities report for the components.
- B. Add a cross-filter to the Opportunity source reports.
- C. On the Opportunity components, change the equivalent field.
- D. Use a custom report type for Accounts with or without Opportunities.
Answer: C
Explanation:
The equivalent field is the field that matches the dashboard filter field on the source report object. For example, if the dashboard filter is on Account Owner, then the equivalent field on the Opportunity object is Opportunity Owner. Changing the equivalent field ensures that the dashboard filter applies correctly to the Opportunity components. References: https://help.salesforce.com/s/articleView?id=sf.dashboard_filters.
htm&type=5
NEW QUESTION # 97
An administrator created two record types on the Account object: Internal Customers and External Customers.
A custom profile called Sales has the External Customers record type assigned. The sharing rules for Accounts arm set to Public Read Only. On occasion. Sales users notice that an Account record has the wrong record type assigned. The administrator has created a screen flow that will change the record type on the user's behalf.
What will happen to the Sales user's record access after running this flow?
- A. Edit access will be lost to the record.
- B. Record Access remains the same.
- C. Read access will be lost to the record.
- D. A new record owner will be assigned.
Answer: B
Explanation:
Changing the record type of a record does not affect the record access of a user. Record access is determined by the organization-wide default, role hierarchy, sharing rules, manual sharing, teams, and ownership. Record type only affects the page layout and picklist values that are available for the record. Therefore, if a user has access to a record before changing its record type, they will still have the same access after changing its record type. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.security_sharing_overview.htm&type=5
NEW QUESTION # 98
Ursa Major Solar uses the custom object Product Development to track Ideas R&D is wording on. A former administrator added the custom object Potential Name with a lookup to Product Development to allow R&D to track names under consideration for those product. The R&D manager recently ran a record and noticed several potential names where the relationship to the Product Development record was missing. The current administrator needs to change this relationship to master detail to ensure a potential name only exists when there is product development.
Which two options are available for altering the existing Potential Name records for the deployment of this change to be successful?
Choose 2 answers
- A. Remove any existing data in the lookup field n Potential Name records
- B. Move any Potential Name records with blank lookup fields to the recycle bin.
- C. Assign any Potential Name records with blank lookup fields to an existing record from Product Development.
- D. Remove the lookup field from the page layout so the data is maintained without changes.
Answer: B,C
Explanation:
Move any Potential Name records with blank lookup fields to the recycle bin or assign any Potential Name records with blank lookup fields to an existing record from Product Development are two options available for altering the existing Potential Name records for the deployment of this change to be successful. Changing a lookup relationship to a master-detail relationship requires that all child records have a parent record.
Therefore, any Potential Name records that have blank lookup fields to Product Development need to be either deleted or assigned to a valid Product Development record before changing the relationship type
NEW QUESTION # 99
The sales agents at DreamHouse Realty have a profile that allows them to import records for a custom object called House. The agents only need to make imports occasionally and typically Import around 100 new records at a time.
What tool should the agents use to upload records?
- A. Data Loader
- B. Apex
- C. Date Import Wizard
- D. Bulk API
Answer: C
Explanation:
Data Import Wizard is a tool that allows administrators to import data for standard and custom objects in Salesforce using CSV files. Data Import Wizard can handle up to 50,000 records at a time and supports simple data transformations and validations. Data Import Wizard can be used to upload records for a custom object when the number of records is small and the import frequency is low.
NEW QUESTION # 100
The administrator at AW Computing implements multi-factor authentication using the Salesforce Authenticator app downloaded on company-provided iPhones. A sales rep breaks their phone and needs to update an opportunity record.
How should the administrator grant access for the sales rep?
- A. Instruct the sales rep to log in from the company's VPN.
- B. Generate a temporary identity verification code for the rep.
- C. Add the sales rep's IP address to the trusted IP ranges.
- D. Delegate multi-factor identification to the sales rep.
Answer: B
Explanation:
To grant access for the sales rep who broke their phone and needs multi-factor authentication using Salesforce Authenticator app, the administrator can generate a temporary identity verification code for them. This code allows users who don't have their verification method available to log in securely without compromising their account security. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification_codes.
htm&type=5
NEW QUESTION # 101
Cloud Kicks is looking for a way to back up its data dally.
What should the administrator recommend?
- A. Extract the data with the Import Wizard and push it to the target destination.
- B. Schedule a report and have the data emailed to the admin to put In the target destination.
- C. Set up Salesforce's Data Export Service and store the data In the target destination.
- D. Use an ETL tool that can be scheduled to extract the data ard push it to the target destination.
Answer: D
Explanation:
Salesforce's Data Export Service is a tool that allows you to export your organization's data to a set of comma-separated values (CSV) files and store them in a backup location of your choice. You can schedule this service to run weekly or monthly and receive an email notification when your files are ready to download.
This is one way to back up your data daily without using any external tools or services. References:
https://help.salesforce.com/s/articleView?id=sf.data_export.htm&type=5
NEW QUESTION # 102
Universal Containers has a Private sharing model for Accounts and Opportunities. A new team is being created from within the sales team that will be assigned all renewal opportunities. These users will need to see all closed won opportunities while keeping the account private.
How should the administrator meet this requirement?
- A. Create a permission set with View All enabled on Accounts and assign it to the new users.
- B. Create a new profile for the renewals team with View All permission enabled on Accounts and Opportunities.
- C. Update the organization-wide default on Opportunities to Public Read Only and add them to the opportunities team.
- D. Create a public group for the renewals team and create a criteria based sharing rule on Opportunities.
Answer: C
Explanation:
A public group is a grouping of users, roles, roles and subordinates, or other groups that can be used to share access to records or folders. A sharing rule is a rule that grants additional access to records based on certain criteria or ownership. In this case, the administrator should create a public group for the renewals team and create a criteria based sharing rule on opportunities that grants read-only access to the group for all closed won opportunities. This way, the renewals team can see all the opportunities that are eligible for renewal while keeping the account private. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.
htm&type=5 https://help.salesforce.com/s/articleView?id=sf.sharing_rules.htm&type=5
NEW QUESTION # 103
AW Computing wants to enable a backup resource to assign permissions while restricting the backup resource's ability to create or modify permission sets.
Which feature should be employed to accomplish this request?
- A. View All Users Permission
- B. Assignment Rules
- C. Delegated Administrator
- D. Customize Application Permission
Answer: C
Explanation:
Delegated Administration allows administrators to delegate certain user management tasks to non- administrators. For example, a delegated administrator can assign permissions sets to users in specified roles or public groups without having full access to modify permission sets. References: https://help.salesforce.com
/s/articleView?id=sf.admin_usermgt_delegated.htm&type=5
NEW QUESTION # 104
At Ursa Major Solar, several different planetary teams handle leads depending on which planet the lead is coming from. While most of the teams only need a few fields filled out to work the lead, the Jupiter team requires additional information to be filled out, such as which moon the lead is coming from. The administrator needs to automate which team is allocated the lead record based on the planet and ensure that every team has all of the information they need.
Which two features will satisfy these requirements?
Choose 2 answers
- A. Workflow Rules
- B. Validation Rules
- C. Assignment Rules
- D. Matching Rules
Answer: B,C
Explanation:
Assignment rules and validation rules are two features that can satisfy these requirements:
* Assignment rules are used to automatically assign leads or cases to users or queues based on certain criteria. In this case, an assignment rule can be used to assign leads to different planetary teams depending on which planet the lead is coming from.
* Validation rules are used to validate the data entered by users and prevent records from being saved if they do not meet certain criteria. In this case, a validation rule can be used to ensure that every team has all of the information they need by making certain fields required or dependent on other fields.
The other two options are incorrect because:
* Matching rules are used to identify duplicate records based on certain fields or fuzzy logic. They do not assign records or validate data.
* Workflow rules are used to automate tasks or actions based on certain criteria. They do not assign records or validate data.
References: https://help.salesforce.com/s/articleView?id=sf.customize_leadrules.htm&type=5 https://help.
salesforce.com/s/articleView?id=sf.validation_rules.htm&type=5
NEW QUESTION # 105
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