Salesforce-Platform-Administrator-II Practice Test Questions

219 Questions


An administrator at Clod Kicks has build a flow that delivers status update email to customers. Recently, there’s been an increasae in support cases from customers reporting they had not received the email.
Where should the administrator look to investigate the issue?


A. Paused Flow Interviews


B. Process Automation Setting


C. Email Logs


D. Setup Audit Trail





C.
  Email Logs

Explanation:

This question is about troubleshooting a specific automation (a Flow) that is failing to deliver its intended outcome (sending an email). The key is to find the most direct evidence of what happened to the emails themselves.

Why C is Correct:
The Email Logs are the definitive source for tracking the delivery status of every email sent by Salesforce. They show whether an email was sent, queued, or if it failed (and why it failed, e.g., invalid address, exceeded sending limits, etc.). By checking the Email Logs, the administrator can filter for the specific emails sent by the Flow and see their exact status, providing immediate evidence of whether the emails were even dispatched from Salesforce.

Why A is Incorrect:
Paused Flow Interviews show instances where a Flow has stopped because it requires user input (like a Screen Element) or due to a fault setting. Since this Flow is designed to send emails automatically and the issue is with email delivery, not the Flow's execution halting, it's unlikely the problem will be found here. The Flow is likely running to completion but the email action within it is failing.

Why B is Incorrect:
The Process Automation Settings page is used to enable or disable automation features (like Flows and Processes) for the entire org. While you should check here to ensure automation is active, it's a broad control and not the right tool for investigating the specific failure of individual email deliveries from a functioning Flow.

Why D is Incorrect:
The Setup Audit Trail logs who made configuration changes in Setup. It would show if someone modified the Flow or email settings, but it does not provide any information about the runtime behavior of the Flow or the delivery status of the emails it tried to send.

Reference:
Salesforce Help: "Monitor Email"
This documentation details how to use the Email Log files to see the status of sent emails. It is the primary tool for administrators to verify email delivery and diagnose failures, making it the most direct and appropriate place to start this investigation.

Users at Ursa Major Solar want to create complex dashboards with supporting charts based on data to come from a variety of sources, some of which live on the Internal company shared drives.
Which product should the administrator recommend to meet the users' needs?


A. Lightning Dashboard Builder


B. Report Bulkier


C. List views


D. Tableau CRM





D.
  Tableau CRM

Explanation:

Tableau CRM (formerly known as Einstein Analytics) is the best solution for Ursa Major Solar’s needs because it:

🔗 Connects to multiple data sources, including Salesforce, external databases, and internal shared drives via connectors or data integration tools.
📊 Enables creation of complex dashboards with interactive charts, KPIs, and advanced analytics.
🧠 Supports AI-powered insights, predictive modeling, and deep data exploration.
This makes it ideal for organizations that need enterprise-grade analytics beyond standard Salesforce reporting.

❌ Why the other options fall short:
A. Lightning Dashboard Builder:
Limited to data already in Salesforce; cannot pull from external sources like shared drives.
B. Report Builder:
Good for basic reports, but lacks the visual complexity and data integration capabilities needed here.
C. List Views:
Designed for record filtering and quick views, not for analytics or dashboards.

📘 Reference:
Salesforce Help: Tableau CRM Overview

A user at Cloud Kicks has informed the administrator that they are unable to log in to Salesforce via multi-factor authentication.
Which two area should the administrator review to understand potential root causes? Choose 2 answers


A. Identity Verification History


B. Login History


C. Debug Logs


D. Setup Audit Trail





A.
  Identity Verification History

B.
  Login History

Explanation:

When a user is unable to log in to Salesforce via multi-factor authentication (MFA), the administrator needs to investigate where the login attempt is failing. These two areas provide critical information:

A. Identity Verification History: This section shows details about all identity verification attempts made by users, including those related to MFA.
It records the method used (e.g., Salesforce Authenticator, SMS, email), the result (success or failure), and the time of the attempt.
This can reveal if the user is failing to provide the correct verification code, if there's an issue with the registered verification method, or if the code is being sent to an incorrect or inaccessible location (like a deactivated phone).

B. Login History: This provides a detailed list of all login attempts (both successful and failed) for the entire organization or for individual users.
It includes the login status (e.g., Success, Failed), the type of login (e.g., standard login, API login), the IP address, and any specific error messages associated with the login attempt.
For MFA issues, the Login History can indicate if a user's initial login attempt (username and password) was successful but the subsequent MFA verification failed, or if there were other issues preventing login before the MFA step.

Why other options are incorrect
C. Debug Logs: Debug logs are primarily used by developers and administrators to troubleshoot Apex code, flows, workflows, and other automated processes within Salesforce. They track events that occur within the system's execution context, not necessarily the external login and identity verification process itself. While some login details might appear if a login triggers Apex or a flow, it's not the primary or most efficient place to troubleshoot MFA failures.
D. Setup Audit Trail: The Setup Audit Trail tracks configuration changes made by administrators in Salesforce Setup. While it's useful for auditing who made changes to settings (like enabling or disabling MFA), it does not log individual user login attempts or identity verification actions.

Select power users want the ability to make configuration changes to a specific custom object.
What tool should the administrator assign to the power users to enable this?


A. View Setup and Configuration


B. Delegated Administration


C. Sharing Rule


D. Modify All Data





B.
  Delegated Administration

Explanation:

Why: Delegated Administration lets you grant select users admin-like powers scoped to specific custom objects—e.g., managing fields, validation rules, and other object configuration—without giving them full org-wide setup access.

Why not the others:
A. View Setup and Configuration – Read-only; no changes allowed.
C. Sharing Rule – Controls record access, not configuration.
D. Modify All Data – Very broad data access; still doesn’t grant object configuration abilities and is over-privileged.

Sales teams at Cloud Kicks ask each visiting customer to fill out a form that capturing their contact information and some basic footwear preferences. This information is saved to a spreadsheet and used by the sales team to alert their contacts when new shows are added to the inventory that matches their preferences. The sales team wants to be able to track this in Salesforce and see the information when viewing the contact Record.
Which two ways should the administrator configure this requirement?
Choose 2 answers


A. Data Loader


B. Lookup Field


C. Lightning Object Creator


D. Schema Builder





A.
  Data Loader

C.
  Lightning Object Creator

Explanation:

The requirement is to allow the sales team at Cloud Kicks to track customer contact information and footwear preferences in Salesforce, store this data in a spreadsheet, and display it on the Contact record. The administrator needs to configure Salesforce to handle the data from the spreadsheet and ensure the preferences are visible when viewing the Contact record. Here’s a step-by-step explanation of why Data Loader and Lightning Object Creator are the correct choices and why the other options are not suitable:

A. Data Loader (Correct)
Why: The customer information and footwear preferences are currently stored in a spreadsheet. Data Loader is a tool that allows administrators to import data from external sources, such as spreadsheets (e.g., CSV files), into Salesforce. The administrator can use Data Loader to import the contact information into the Contact object and the footwear preferences into either custom fields on the Contact object or a related custom object.
How it helps: Data Loader enables the initial import of spreadsheet data and supports ongoing updates or bulk uploads when new customer forms are collected. For example, the administrator can map the spreadsheet columns (e.g., Name, Email, Footwear Preferences) to fields in the Contact object or a related custom object. This ensures the data is available in Salesforce and can be viewed on the Contact record.
Reference: Salesforce Help - Data Loader Guide

C. Lightning Object Creator (Correct)
Why: Lightning Object Creator is a Salesforce tool that allows administrators to create custom objects directly from a spreadsheet. Since the footwear preferences may involve multiple data points (e.g., shoe size, style, color preferences), the administrator could create a custom object (e.g., "Footwear Preferences") to store this information and relate it to the Contact object via a lookup or master-detail relationship. This custom object can then be displayed on the Contact record’s page layout as a related list, allowing the sales team to view the preferences when accessing a Contact record.
How it helps: Lightning Object Creator simplifies the process of building a custom object by automatically generating fields based on the spreadsheet’s columns. For example, the administrator can upload the spreadsheet, map the columns to fields, and create a custom object linked to Contacts. This ensures the preferences are structured and easily accessible on the Contact record.
Reference: Salesforce Help - Create Custom Objects with Lightning Object Creator

B. Lookup Field (Incorrect)
Why: A Lookup Field creates a relationship between two objects, allowing one object to reference a record in another object. While a lookup field could be used to relate a custom object (e.g., Footwear Preferences) to the Contact object, it is not a complete solution for configuring the requirement. The lookup field alone does not address how to import the spreadsheet data or create the structure to store the preferences. It is a component of a solution but not a standalone tool for this use case.
Why not chosen: The requirement involves importing data and setting up a structure to store and display preferences, which requires tools like Data Loader and Lightning Object Creator. A lookup field is a secondary configuration that might be used after creating the custom object.

D. Schema Builder (Incorrect)
Why: Schema Builder is a visual tool for creating and modifying objects, fields, and relationships in Salesforce. While it could be used to manually create a custom object and fields to store footwear preferences, it does not directly address the need to import data from a spreadsheet or automate the object creation process based on the spreadsheet’s structure. Lightning Object Creator is a more efficient tool for this purpose, as it is designed specifically for creating objects from spreadsheets.
Why not chosen: Schema Builder is less efficient than Lightning Object Creator for creating a custom object from a spreadsheet and does not help with importing the data, which is a key part of the requirement.

Summary:
Data Loader is essential for importing the customer information and footwear preferences from the spreadsheet into Salesforce, ensuring the data is available in the Contact object or a related custom object.
Lightning Object Creator is ideal for creating a custom object to store footwear preferences directly from the spreadsheet, which can then be linked to the Contact object and displayed as a related list on the Contact record.
Together, these tools address both the data import and the structural setup needed to track and display the information in Salesforce.

When should an administrator consider when using Person Accounts'


A. In a complex business model and the users find it easiest to record Opportunity information on Contacts rather than Accounts.


B. In a B2B business model and is selling to the primary contact at a business organization.


C. In a B2C business model and the consumer is the intended recipient of sates and marketing attention.


D. In a business model that needs a separate Contact and Account to be included on all Case records submitted.





C.
  In a B2C business model and the consumer is the intended recipient of sates and marketing attention.

Explanation:

Person Accounts are designed for Business-to-Consumer (B2C) models where the individual consumer is the primary focus of sales, service, and marketing efforts. Unlike traditional Salesforce Accounts (which represent companies), Person Accounts combine Account and Contact into a single record to represent a person as both the customer and the account.
This is ideal when:
You're selling directly to individuals, not companies.
You want to track personal preferences, purchases, and interactions.
You don’t need a separate business entity tied to the contact.

❌ Why the other options are incorrect:
A. Recording Opportunities on Contacts is not supported natively; Salesforce requires Opportunities to be tied to Accounts. Person Accounts solve this by merging the two, but the reasoning in A is flawed.
B. B2B models are better served by Business Accounts, where companies and their contacts are tracked separately.
D. If you need both a Contact and Account on Case records, Person Accounts may not be ideal, since they merge the two into one record.

📘 Reference:
Salesforce Help: Person Accounts Overview

AW Computing has implemented the Contacts to Multiple Accounts functionality. Users should be able to distinguish between contacts and related contacts.
What should the administrator do to configure the account page layout?


A. Display both the contacts and the related contacts related lists.


B. Display the related accounts related list on the page layout.


C. Display the related contacts related list and add the direct field.


D. Display the contacts related list and add the related field.





C.
  Display the related contacts related list and add the direct field.

Explanation:

In Salesforce, when Contacts to Multiple Accounts is enabled, contacts can have one primary (direct) account (populated in the standard AccountId field on the Contact) and multiple related accounts (via the AccountContactRelation junction object). To allow users to distinguish between primary/direct contacts and related contacts on the Account page layout:

Add the Related Contacts related list (from the AccountContactRelation object) to the Account page layout. This list displays all contacts associated with the account, including both direct and related ones.
To differentiate them, include the IsDirect field (a checkbox on AccountContactRelation) in the related list. When checked, it indicates the contact is the primary/direct contact for that account; when unchecked, it's a related contact.

This configuration provides a single, unified view where users can filter or visually distinguish the relationship types without needing separate lists. Salesforce recommends removing the standard Contacts related list (which only shows direct contacts) to avoid duplication and confusion.

Why Other Options Are Incorrect
A. Display both the contacts and the related contacts related lists.
This would create redundant lists: the standard Contacts list shows only direct contacts, while Related Contacts shows all (direct + related). Salesforce explicitly advises against this to prevent confusion and "deliberate duplication." Instead, use one list (Related Contacts) with the IsDirect field for distinction.
B. Display the related accounts related list on the page layout.
The Related Accounts related list is added to the Contact page layout (not Account) to show all accounts a contact is related to. It has no relevance for distinguishing contacts on the Account page.
D. Display the contacts related list and add the related field.
The standard Contacts related list only displays direct/primary contacts and cannot show related contacts (as they lack a direct AccountId match). There is no standard "related field" on this list to distinguish relationship types—related contacts require the AccountContactRelation object and its fields (like IsDirect).

References
Salesforce Help: Set Up Contacts to Multiple Accounts – Details the steps, including: "Add the Related Contacts related list to the account page layouts your reps use" and "Because the Related Contacts related list automatically includes all direct contacts, you can remove the Contacts related list on your account page layouts."
Salesforce Trailhead: Understand Account and Contact Relationships – Explains primary vs. related relationships and the use of fields like IsDirect for distinction.
Salesforce Ben: Salesforce Account Contact Relationship Fields – Recommends using one related list with IsDirect to avoid confusion (aligned with official guidance).

An administrator has a request to write a report listing accounts that have sales from this year and that have a completed activity in the last 30 days.
What reporting feature should the administrator employ to provide only the list of accounts, without listing the details of the opportunities?


A. Joined Report


B. Cross-Filter


C. Summary Report


D. Filter Logic





B.
  Cross-Filter

Explanation:

Why B is correct
Use an Accounts report and add two cross filters so the output is just the list of Account records:
Accounts WITH Opportunities → add a subfilter like Close Date = THIS YEAR.
Accounts WITH Activities → add subfilters to capture completed items in the LAST 30 DAYS (e.g., Status = Completed / Activity Date = LAST 30 DAYS, depending on your org’s activity fields).
Cross filters filter the parent object (Account) by conditions on related child records (Opportunities, Activities) and return only the parent rows—no opportunity detail rows are required.

Why the other options are incorrect
A. Joined Report – Overkill here and would typically surface details from multiple blocks. You don’t need separate report blocks; cross filters on a single Accounts report meet the requirement cleanly. (Help docs recommend cross filters specifically to include/exclude parents based on children.)
C. Summary Report – Summarization alone doesn’t let you filter Accounts by related Opportunity and Activity criteria. You still need cross-object filtering, which summary format does not provide by itself. Cross filters are the feature that filters parents by children.
D. Filter Logic – This just combines filters that are already on the report. It can’t by itself reference fields from related child objects (like Opportunity Close Date) when the primary report type is Accounts. You need cross filters for that.

References
Salesforce Help – Filter Across Objects with Cross Filters (what cross filters do; “show just accounts with cases” example).
Salesforce Help – Create a Cross Filter (how to add cross filters and subfilters).
Salesforce Help – Filter Reports by Values (notes using “Accounts with Opportunities” and adding subfilters).
Trailhead – Optimize Report Filtering Techniques (Use Cross Filters) (step-by-step example starting from an Accounts report and adding WITH Opportunities cross filter + subfilters).

AW Computers has enabled the feature for Contact to multiple Accounts. A rep is trying to remove the primary Account from a Contact but Is unable to do so. The administrator has already updated the page layout to no longer require an Account.
What could be the issue?


A. A primary Account relationship Is required on a Contact regardless of the page layout settings


B. The Contact has Indirect relationships to other Accounts.


C. The Account Contact relationship record needs to be deleted first In order to disassociate Contact from the Account


D. Private Contacts need to be enabled in Setup.





A.
  A primary Account relationship Is required on a Contact regardless of the page layout settings

Explanation:

In Salesforce, when the Contacts to Multiple Accounts feature is enabled, a contact can have one primary (direct) account (stored in the standard AccountId field on the Contact object) and multiple related (indirect) accounts (via the AccountContactRelation junction object). However, Salesforce requires that every contact must have a primary account at all times, regardless of whether the Account field is marked as required on the page layout. This is a system-level requirement enforced by Salesforce's data model for contacts.

Issue in the Scenario: The sales rep is trying to remove the primary account from a contact, but Salesforce prevents this because the AccountId field (primary account) cannot be set to null. Even if the administrator has updated the page layout to make the Account field not required, the underlying Salesforce platform still mandates a primary account for every contact record.
Why This Happens: The primary account relationship is integral to how Salesforce manages contact-account relationships, permissions, and visibility (e.g., in sharing rules or role-based access). Removing the primary account would break this structure, so Salesforce does not allow it.

To resolve this, the rep could:
Change the primary account to another account (by updating the AccountId field), but not remove it entirely.
Alternatively, delete the contact record if it no longer needs to exist.

Why Other Options Are Incorrect

B. The Contact has indirect relationships to other Accounts.
Indirect relationships (via AccountContactRelation) do not prevent the removal or reassignment of the primary account. The primary account (AccountId) is independent of indirect relationships, and Salesforce allows updating the primary account even if indirect relationships exist. This option is irrelevant to the issue.
C. The Account Contact relationship record needs to be deleted first in order to disassociate Contact from the Account.
The AccountContactRelation object manages indirect relationships, not the primary account relationship. The primary account is stored directly in the AccountId field on the Contact object, not in a junction record. Deleting AccountContactRelation records would only remove indirect relationships, not the primary account, so this option does not apply.
D. Private Contacts need to be enabled in Setup.
Private Contacts (related to the Contact Sharing settings or Organization-Wide Defaults) control visibility and access to contact records, not the ability to associate or disassociate a primary account. Enabling private contacts would not resolve the issue of removing the primary account, as the requirement for a primary account is universal regardless of sharing settings.

References
Salesforce Help: Set Up Contacts to Multiple Accounts – States: “Every contact must have a primary account, which is stored in the standard Account field on the contact record.”
Salesforce Help: Account and Contact Relationships – Explains that the primary account is mandatory and stored in the AccountId field, while indirect relationships are managed via AccountContactRelation.
Trailhead: Understand Account and Contact Relationships – Clarifies that “A contact must always be associated with a primary account,” even when Contacts to Multiple Accounts is enabled.

AW Computing wants to create a process to assign accounts to different salespeople based on the annual revenue…. of the company. The administrator has decided to create a flow.
Which two consideration should the administrator make sure to remember when creating the flow? Choose 2 answers


A. Use a Get Record component instead of hard coding record IDs


B. The running user of a flow is the user that last saved the flow.


C. Update record elements should be placed outside the flow loop.


D. Update Record elements should be placed inside the flow loop.





A.
  Use a Get Record component instead of hard coding record IDs

C.
  Update record elements should be placed outside the flow loop.

Explanation:

When creating a flow that processes and updates multiple records (like assigning accounts based on Annual Revenue), performance and scalability are critical.

C. Update record elements should be placed outside the flow loop.
Governor Limits: Salesforce imposes strict Governor Limits on the number of database operations (DML - Data Manipulation Language) a single transaction can execute. This limit is 150 DML operations.
Bulkification: If you place an Update Records element inside a loop, the flow attempts to execute a separate DML statement for each record in the loop. If the flow processes 151 accounts, it will immediately hit the limit and fail.
Best Practice: The solution is to use an Assignment element inside the loop to add the updated record (with the new owner) to a Record Collection Variable. The Update Records element is then placed outside the loop, performing a single, bulk DML operation on the entire collection of updated records. This keeps the transaction safe and efficient.

A. Use a Get Record component instead of hard coding record IDs
Hard Coding Issues: Hard-coding a Salesforce ID (like a User ID or Record Type ID) means putting the literal 15- or 18-character ID directly into the flow's logic.
Deployment Failure: IDs are unique to each environment (Sandbox, Production). When you deploy a flow from a sandbox to production, the hard-coded User ID or Account Record Type ID from the sandbox will not exist in production, causing the flow to fail immediately.
Best Practice: Use a Get Records element to look up the required ID dynamically based on a unique, consistent field. For example, to get a sales rep's ID, Get Records searches the User object where Username = ’salesrep@awcomputing.com’. This ensures the flow works correctly in any environment.

Why Other Options Are Incorrect

B. The running user of a flow is the user that last saved the flow.
This is incorrect. The user who last saved the flow has no bearing on the running user. In a record-triggered or scheduled flow (like this assignment flow), the flow runs in System Context, meaning the running user is the Automated Process User who has full permissions and bypasses field-level security and sharing rules.
D. Update Record elements should be placed inside the flow loop.
This is incorrect and the opposite of best practice. As explained above, placing DML inside a loop causes a flow to quickly hit Governor Limits (Too many DML statements: 151) and fail.

An administrator at Cloud Kicks has been asked to reduce the file size of full data exports in order to have quicker exports.
Which three recommendations should the administrator make?
Choose 3 answers


A. Reduce the amount of objects per export.


B. Request a backup file every 5 days.


C. Deselect 'Include images, documents, and attachments' in the export.


D. Unselect the recycle bin in the object export option.


E. Keep deleted record counts to a minimum.





A.
  Reduce the amount of objects per export.

C.
  Deselect 'Include images, documents, and attachments' in the export.

E.
  Keep deleted record counts to a minimum.

Explanation:

The goal is to reduce the file size of a full data export. A full export includes all of an organization's data.

Why A is Correct:
The most direct way to reduce the export size is to export fewer objects. If the business goal doesn't require a complete snapshot of every single object, excluding non-essential ones will significantly decrease the total data volume and speed up the export process.

Why C is Correct:
Files stored as attachments, documents, and in the Notes & Attachments related list are often the largest contributors to export size. Deselecting the "Include images, documents, and attachments" checkbox excludes this binary file data from the export, resulting in a much smaller and faster export that contains only the structured data (records and fields).

Why E is Correct:
In Salesforce, when a record is deleted, it is moved to the Recycle Bin and is still stored in the database. A full data export includes the contents of the Recycle Bin. Therefore, by regularly emptying the Recycle Bin (thus keeping deleted record counts to a minimum), you permanently remove that data, which will no longer be included in the export, reducing its size.

Why B is Incorrect:
The frequency of backups (e.g., every 5 days) does not affect the size of an individual export file. A more frequent export schedule creates more files over time, but each file's size is determined by the data in the org at that moment. This recommendation does not address the core problem of reducing the size of a single export.

Why D is Incorrect:
There is no "Unselect the recycle bin" checkbox in the Data Export service. The only options are to include or exclude files and to schedule the export. The Recycle Bin data is automatically included in a full export; the only way to exclude it is to empty it before the export (as stated in E).

Reference: Salesforce Help: "Export Data from Your Organization"
The documentation for the Data Export service clearly shows the option to "Include images, documents, and attachments," noting that selecting it will "increase the size of the downloaded file." It also explains that the export includes all data, which inherently includes records in the Recycle Bin until they are permanently deleted.

Cloud Kicks is looking for a way to back up its data dally.
What should the administrator recommend?


A. Set up Salesforce's Data Export Service and store the data In the target destination.


B. Extract the data with the Import Wizard and push it to the target destination.


C. Schedule a report and have the data emailed to the admin to put In the target destination.


D. Use an ETL tool that can be scheduled to extract the data ard push it to the target destination.





D.
  Use an ETL tool that can be scheduled to extract the data ard push it to the target destination.

Explanation:

Salesforce does not offer native daily full data exports via the Data Export Service — it only supports weekly or monthly exports. For organizations like Cloud Kicks that require daily backups, the best solution is to use a third-party ETL (Extract, Transform, Load) tool such as:
MuleSoft
Talend
Informatica
Skyvia
Data Loader (with scripting)
These tools can be scheduled to:
Extract data from Salesforce daily
Transform it if needed
Push it to a secure target destination (e.g., cloud storage, data warehouse)
This approach ensures automation, reliability, and scalability for daily backups.

❌ Why Other Options Are Incorrect:
A. Set up Salesforce's Data Export Service and store the data in the target destination
🔻 Incorrect because: The Data Export Service only supports weekly or monthly exports — not daily. It’s also manual unless scheduled, and lacks flexibility for custom destinations.
B. Extract the data with the Import Wizard and push it to the target destination
🔻 Incorrect because: The Import Wizard is used for importing data into Salesforce, not extracting it. It’s not designed for backups or exports.
C. Schedule a report and have the data emailed to the admin to put in the target destination
🔻 Incorrect because: Reports only include limited data (not full object records or attachments), and manual emailing is not scalable or secure for daily backups.

📚 References:
Salesforce Help: Data Export Service
Salesforce Trailhead: Integrate with External Systems


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