Salesforce-Platform-Administrator Practice Test Questions

249 Questions


Cloud Kicks (CK) needs a new sales application. The administrator there is an application package on the AppExchange and wants to begin testing it in a sandbox to see If it addresses CK's needs. What are two considerations when installing a managed package in a sandbox?
(Choose 2 answers)


A. Any metadata changes to the package have to be recreated in production.


B. The installation link has to be modified to test.saiesiorcc.com.


C. Install for Admins Only will be the only Install option available.


D. The package will be removed any time the sandbox is refreshed.





A.
  Any metadata changes to the package have to be recreated in production.

D.
  The package will be removed any time the sandbox is refreshed.

Explanation:

✅ Why These Are Correct:

A. Any metadata changes to the package have to be recreated in production
Managed packages installed in a sandbox are isolated from production. If the admin customizes metadata (e.g., page layouts, custom fields, automation) related to the package in the sandbox, those changes do not automatically transfer to production. They must be manually recreated or deployed using change sets or deployment tools.

D. The package will be removed any time the sandbox is refreshed
When a sandbox is refreshed, it is recreated from the production environment, which means any installed packages, configurations, or data unique to the sandbox will be lost unless they exist in production. The administrator must reinstall the package after each refresh if it’s not already in production.

❌ Why These Are Incorrect:

B. The installation link has to be modified to test.saiesiorcc.com
This is factually incorrect. The correct sandbox installation URL is test.salesforce.com, not test.saiesiorcc.com. This option contains a misspelled domain and is invalid.

C. Install for Admins Only will be the only Install option available
In a sandbox, administrators can still choose from all three install options:
Install for Admins Only
Install for All Users
Install for Specific Profiles The availability of install options is not restricted in a sandbox environment.

References:
Salesforce Help: Install a Package in a Sandbox
Trailhead: Extend Salesforce with AppExchange

Ursa Major Solar wants to know which of its marketing efforts are helping the team win Opportunities. What should an administrator configure to provide these insights?


A. Campaign Hierarchy.


B. Campaign Influence


C. Map Custom Lead Fields


D. List Email Activities





B.
  Campaign Influence

Explanation:

The business goal is to measure the impact of marketing efforts on won Opportunities. This is a direct use case for Campaign Influence.

Why B is Correct:
Campaign Influence is the standard Salesforce feature designed specifically to track and report on which marketing campaigns contributed to closing a deal (a won Opportunity). It works by creating a link between a Campaign and an Opportunity, often through the Contact Roles on the Opportunity or through the Campaign associated with the originating Lead. This allows administrators to create reports that show revenue influenced by specific campaigns, providing clear insight into which marketing efforts are most effective.

Why A is Incorrect (Campaign Hierarchy):
A Campaign Hierarchy is used to organize campaigns into a parent-child structure (e.g., a "2024 Product Launch" parent campaign with "Webinar," "Email Blast," and "Social Media" as child campaigns). While this is an excellent way to organize marketing efforts, it does not, by itself, provide the analytical insight into which campaigns influenced won deals. Campaign Influence uses the hierarchy to roll up influence, but the hierarchy alone is not the reporting mechanism.

Why C is Incorrect (Map Custom Lead Fields):
Lead Field Mapping is a feature used during the Lead conversion process. It controls how data from a Lead field is copied to a corresponding Contact, Account, or Opportunity field. It is a data management tool, not an analytics tool for measuring marketing effectiveness.

Why D is Incorrect (List Email Activities):
List Email is a type of activity that can be logged in Salesforce, and you can report on these activities. However, this provides a very narrow view, showing only that an email was sent, not whether it contributed to a sale. Campaign Influence provides a much more comprehensive and direct model for attributing revenue to all types of marketing efforts (events, ads, emails, etc.), not just list emails.

Reference:
Salesforce Help article "About Campaign Influence" explains that it "helps you analyze which marketing efforts lead to closed opportunities." It is the cornerstone feature for marketing attribution within the Salesforce platform.

Aw computing wants to prevent user from updating the Account Annual Revenue field to be a negative value or an amount more than $100 billion. How should an administrator accomplish this request?


A. Create a validation rule that displays an error if Account revenue is below 0 or greater than 100 billion.


B. Build a scheduled report displaying Account with Account revenue that is negative or greater than 100 billion.


C. Make the Account Revenue field required on the page layout.


D. Enable the Account Revenue limits in setup, with 0 as minimum and 100 billion as maximum





A.
  Create a validation rule that displays an error if Account revenue is below 0 or greater than 100 billion.

Explanation:

A Validation Rule is the standard and correct Salesforce tool for enforcing data quality by preventing a record from being saved if the data entered does not meet specified criteria.
The formula for this validation rule would look something like this:
$$\text{OR}(\text{AnnualRevenue} < 0, \text{AnnualRevenue} > 100000000000)$$
If a user attempts to enter a value that is negative or over the limit and tries to save the record, the validation rule will fire, display the error message, and prevent the update.

❌ Incorrect Answers and Why They Are Wrong

B. Build a scheduled report displaying Account with Account revenue that is negative or greater than 100 billion.
A scheduled report can identify records that violate the business rule after they have been saved, but it does not prevent the user from saving the bad data in the first place. The goal is to prevent the update.

C. Make the Account Revenue field required on the page layout.
Making the field required ensures a user enters some value, but it does not validate the quality or range of that value. A user could still enter a negative number or a number greater than $100 billion.

D. Enable the Account Revenue limits in setup, with 0 as minimum and 100 billion as maximum.
Salesforce does not have a standard "field limits" feature in Setup that allows an administrator to define a minimum and maximum for a standard field like Annual Revenue. This kind of custom data validation must be implemented using a Validation Rule.

Reference
Salesforce Help Documentation: Validation Rules
"Validation rules verify that the data a user enters in a record meets the standards you specify before the user can save the record. A validation rule can contain a formula or expression that evaluates the data in one or more fields and returns a value of 'True' or 'False'."

An administration needs to store the ID of record type of later use in a flow. Which kind of variable should the administrator use?


A. Boolean variable


B. Text variable


C. ID variable


D. Record variable





B.
  Text variable

Explanation:

A Record Type ID is an 18-character, case-sensitive, alphanumeric string (e.g., 0125g000000BctzAAC). While it represents a unique database record, its data type in formulas and variables is Text.

Why B is Correct:
In Salesforce, all IDs—whether for records, users, or record types—are fundamentally stored and handled as text strings. A Flow Text variable is the correct data type to use for storing and manipulating an ID.

Why A is Incorrect (Boolean variable):
A Boolean variable can only hold a True or False value. It cannot store a text string like an ID.

Why C is Incorrect (ID variable):
This is a common point of confusion. While there is an ID data type in Apex code, Salesforce Flow does not have a specific "ID" variable data type. The Flow data type used to store an ID is the Text variable.

Why D is Incorrect (Record variable):
A Record variable is used to store an entire sObject record (e.g., a full Account or Contact record with all its fields). It is overkill and incorrect for storing a single piece of text data like a Record Type ID. You would use a Record variable if you needed to store and then update the entire record later in the flow.

Reference:
Salesforce Help article "Variable Considerations" in the Flow Builder guide lists the available data types (Text, Number, Currency, Date, etc.). The ID data type is not listed because IDs are handled using the Text data type.

New leads need be routed to the correct Sales person based on the lead address.


A. Configure validation rule


B. Use lead assignment rule


C. Create a formula field


D. Assign with an escalation rule





B.
  Use lead assignment rule

Explanation:

Lead Assignment Rules are Salesforce’s built-in, declarative automation specifically engineered to dynamically route new or updated Leads to the correct owner (user or queue) based on any field, including address components such as Street, City, State/Province, ZIP/Postal Code, or Country. An admin activates one rule at a time, creates multiple rule entries with sort order, and defines Boolean criteria (e.g., Lead: Country equals "United Kingdom" AND Lead: PostalCode starts with "SW" → Assign to London Sales Rep). The rule fires automatically on Lead creation or manually via the “Assign using active assignment rules” checkbox, supports round-robin assignment, queue routing, and email notifications, and integrates with Lead processes, web-to-lead, and API imports. This makes it the only native, scalable, and maintainable solution for territory- or geography-based Lead distribution.

Why the Other Options Are Not Correct

A. Configure validation rule
Validation rules are data enforcement tools that prevent record saves when a formula evaluates to TRUE, displaying a custom error message (e.g., “State is required”). They cannot modify record ownership, trigger assignments, or route records—they only block invalid data entry. Using a validation rule here would stop bad addresses but do nothing to assign the Lead to the correct salesperson, completely failing the routing requirement.

C. Create a formula field
A formula field is a read-only, calculated field that returns values based on other fields (e.g., IF(ISPICKVAL(State, "CA"), "West Coast", "Other")). It displays information but performs no actions—it cannot assign owners, update records, or trigger automation. Even if used to derive a region, it would require additional automation (like Flow or Process Builder) to act on it, making it incomplete and indirect for solving the routing need.

D. Assign with an escalation rule
Escalation rules are Case-specific automation that monitor Case age and trigger actions (e.g., reassign, notify) when time thresholds are breached (e.g., “Escalate if Case open > 4 hours”). They do not exist for Leads, cannot evaluate address fields, and have no assignment logic based on geography. This option is fundamentally inapplicable to the Lead object and routing scenario.

References:
Salesforce Help: Set Up Lead Assignment Rules
Salesforce Help: Lead Assignment Rule Criteria
Trailhead: Automate Lead Assignment

An Administrator at DreamHouse Realty wants an easier way to assign an agent capacity and skill set. Which feature should the administrator enable to meet this requirement?


A. Knowledge Management.


B. Omni-Channel


C. Escalation Rules


D. Territory Management





B.
  Omni-Channel

Explanation:

The requirement focuses on assigning work based on an agent's capacity (how much work they can handle) and skill set (what type of work they are qualified for). This is the core purpose of Omni-Channel.

Why B is Correct:
Omni-Channel is a feature designed to intelligently route work items (like Cases, Leads, or custom objects) to the most appropriate available agent. It does this by considering:
Capacity: Each agent is assigned a capacity (e.g., they can handle 5 work items at a time). Omni-Channel will only route new items to agents who are below their capacity.
Skill Set: Using Skill-Based Routing, work items can be assigned specific required skills. Omni-Channel will then route the item to an available agent who possesses those skills. This combination directly meets the requirement for an easier way to assign agents based on both capacity and skill set.

Why A is Incorrect (Knowledge Management):
Knowledge is used for creating, managing, and sharing informational articles with customers and agents. It is a content repository, not a tool for assigning work or managing agent capacity and skills.

Why C is Incorrect (Escalation Rules):
Escalation Rules are time-based. They are used to reassign a Case or send an alert if a Case has not been acted upon within a specified timeframe. They do not consider an agent's current capacity or skill set for the initial assignment.

Why D is Incorrect (Territory Management):
Territory Management is a sales feature used to segment accounts and opportunities based on geographic regions or other business divisions (e.g., "Enterprise Sales - Northeast"). It is used for structuring sales teams and reporting, not for dynamically routing incoming work based on individual agent capacity and skills in a service context.

Reference:
Salesforce Help articles on "Omni-Channel" and "Set Up Skill-Based Routing" detail how the feature uses capacity and skills to efficiently distribute work to the right agent.

Cloud Kicks users are seeing error messages when they use one of their screen flows. The error messages are confusing but could be resolved if the users entered more information on the account before starting the flow. How should the administrator address this issues?


A. Remove validation rules so that the users are able to process without complete records.


B. Create a permission set to allow users to bypass the error.


C. use a fault connector and display a screen with text explaining what went wrong and how to correct it.


D. Uncheck the end user Flow Errors box in setup.





C.
  use a fault connector and display a screen with text explaining what went wrong and how to correct it.

Explanation:

✅ Why this is correct
When users encounter Flow errors, the best practice is to handle the error gracefully and guide them with clear, user-friendly messages.
In Screen Flows, you can use a Fault Connector from an element (such as “Get Records,” “Update Records,” or “Create Records”) to a Screen Element.
That screen can:
Display a custom message (e.g., “Please complete the Account Address and Industry fields before running this flow.”)
Optionally give instructions or a link to the record they need to update.
Prevent the confusing system error message from appearing.
This approach improves user experience without bypassing business logic or data quality controls.

❌ Why the others are incorrect

A. Remove validation rules:
This would weaken your data integrity and allow incomplete or invalid records—solves the symptom, not the root cause.
B. Create a permission set to allow users to bypass the error:
Permission sets control access, not data completeness or flow behavior. The problem isn’t about permissions—it’s about missing required information.
D. Uncheck the “End User Flow Errors” box in Setup:
That setting only suppresses the system-generated error emails sent to users; it doesn’t fix or explain the error. Users would still see confusing error messages in the UI.

🧠 Best Practice Tip
Always use fault connectors on flow elements that interact with records or external systems. Provide:

Clear, plain-language explanations
Specific next steps (“Update the Account record first”)
Optionally, a “Back” or “Cancel” button to exit gracefully

This makes your flows much more user-friendly and self-explanatory, especially in production environments.

A user at Northern Trail Outfitters Is having trouble logging into Salesforce. The user's login history shows that this person has attempted to log in multiple times and has been locked out of the organization. Which two ways should the administrator help the user log into Salesforce?


A. Log in as the user to unlock the user and reset the password.


B. Reset the password policies to allow the user to login.


C. Reset password on the user's record detail page.


D. Use the unlock button on the user's record detail page.





C.
  Reset password on the user's record detail page.

D.
  Use the unlock button on the user's record detail page.

Explanation:

When a user is locked out due to too many failed login attempts, Salesforce automatically freezes the account for security. An administrator can resolve this in two simple, declarative steps directly from the User record detail page in Setup: (C) Click Reset Password to generate and email a new temporary password (which also resets the security token), and (D) Click Unlock to immediately remove the lockout flag. These actions are instant, secure, and standard admin procedures—no code or downtime required—and they restore access within seconds while maintaining audit trails in Login History.

Why the Other Options Are Not Correct

A. Log in as the user to unlock the user and reset the password
Login As is disabled by default in most orgs for security compliance (GDPR, SOC2), and even when enabled, it does not unlock a locked account or reset passwords. It only lets admins impersonate active users—it cannot fix lockouts or generate new credentials.

B. Reset the password policies to allow the user to login
Password policies (complexity, expiration, lockout duration) are org-wide settings in Setup > Security > Password Policies. Changing them (e.g., increasing failed login attempts) does not unlock an already-locked user—it only affects future lockouts. The current lock must still be manually cleared via the User record.

References:
Salesforce Help: Unlock a Locked User
Salesforce Help: Reset a User’s Password
Trailhead: Manage User Access and Security

An Administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer. which two automation tools should the administrator use?
(Choose 2 answers)


A. process builder


B. workflow Rule


C. Field Update


D. Outbound Message





A.
  process builder

B.
  workflow Rule

Explanation:

This question involves creating an automated action based on a change to a record (closing an opportunity) and a time-dependent action (a follow-up 60 days later). Let's evaluate the options:

A. Process Builder:
Process Builder can be used to trigger an immediate action when an Opportunity is updated and meets certain criteria (Stage = Closed Won). It can create the first follow-up task right away. Furthermore, Process Builder can also invoke time-dependent actions. It can schedule the second task to be created 60 days after the opportunity is closed.
B. Workflow Rule:
While Workflow Rules are a legacy technology and largely replaced by Flow, they are still a valid answer in the context of this specific exam objective. A Workflow Rule on the Opportunity object could be triggered when an Opportunity is closed won. Like Process Builder, it can create an immediate task and schedule a time-dependent task for 60 days in the future.

Why the other options are incorrect:

C. Field Update:
This is an action, not an automation tool. A Field Update is what you can perform using a tool like a Workflow Rule or Process Builder. It does not, by itself, create tasks or handle logic.
D. Outbound Message:
This is used to send a configured SOAP message to an external system. It does not create a task within Salesforce.

Important Note for the Real Exam:
While both Process Builder and Workflow Rule are technically correct for this question, it is critical to know that Salesforce is actively retiring these tools in favor of Flow. For any new automation you build today, you should use a Flow (specifically a Record-Triggered Flow). The exam, however, often tests on the capabilities of all declarative automation tools, including the legacy ones.

Reference:
Salesforce Help: "Automate Processes with Process Builder"
Salesforce Help: "Create a Time-Dependent Workflow Action"

Users at Universal Containers would like to visually see the sales stages on an Opportunity page. The administrator is configuring path for Opportunities. Which is an important consideration for path configuration?


A. Kanban views for Path must be configured manually.


B. The Owner field can be edited in the key fields Panel.


C. Celebrations are unable to be added to a path.


D. Path can include guidance and key fields for each stage.





D.
  Path can include guidance and key fields for each stage.

Explanation:

Salesforce Path (available in Lightning Experience) is a visual component that displays the picklist stages (e.g., Opportunity Sales Stages) on a record page, helping users progress deals with contextual guidance. When configuring Path in Setup (under Path Settings), you enable it for the Opportunity object and define:

Guidance for Success: Text, links, or rich content shown for each stage to coach reps (e.g., "Gather requirements" in Prospecting).
Key Fields Panel: Up to 5 fields (e.g., Amount, Next Step) displayed per stage, with the ability to highlight fields that change between stages.

This makes Path a powerful tool for driving consistent sales processes without code.

Why This is an Important Consideration:
Users want to "visually see the sales stages" and benefit from stage-specific help. Option D directly addresses what Path uniquely provides beyond a basic Kanban-style progress bar—actionable guidance and field focus to improve data quality and user adoption.

Why Not the Others?
A. Kanban views for Path must be configured manually: Incorrect.
Path is separate from the Kanban view (on list views or Opportunity board). Path auto-displays stages from the picklist; Kanban is optional and configured via list view settings, not tied to Path setup.
B. The Owner field can be edited in the key fields Panel: Incorrect.
The Opportunity Owner is fixed and cannot be added/edited in the Key Fields panel (which supports most standard/custom fields except system-read-only ones like Owner).
C. Celebrations are unable to be added to a path: Incorrect (and the opposite of truth).
You can enable celebrations (particle animations) for the final stage (e.g., Closed Won) in Path Settings to motivate users.

References:
Salesforce Help: Set Up Path (covers guidance, key fields, and celebrations).
Trailhead: Quick Look: Path module (emphasizes guidance and fields for user productivity).

A new Sales Rep at Ursa Major has a qualified lead that is ready for conversation. When using the Lead Conversion process, which two records can be Created?
(Choose 2 answers)


A. Account


B. Campaign


C. Case


D. Contact





A.
  Account

D.
  Contact

Explanation:

A. Account
What gets created:
During lead conversion, Salesforce creates an Account (or lets you attach to an existing one). This represents the company (B2B) or, if Person Accounts are enabled and chosen, the individual as an Account (B2C).
Key details you should know for the exam:
Create new vs. match existing: You can search for and choose an existing Account to avoid duplicates, or create a new one if none match.
Person Accounts: If enabled, a lead can convert directly into a Person Account instead of a business Account.
Field mapping: Standard fields map automatically; admins can map custom Lead fields → Account fields.
Ownership/record type: Defaults come from user settings and record type assignments; ownership typically becomes the converter or follows assignment logic if defined.
Activities & related items: Open activities, activity history, and notes related to the Lead are moved to the resulting Account (and Contact / Opportunity as applicable).
Why this matters for sellers:
Creating (or associating to) the Account establishes the company-level profile and is the anchor for future Opportunities, Contacts, and reporting.

D. Contact
What gets created:
A Contact is created to represent the person from the Lead. If a matching Contact already exists, you can associate to it instead of creating a duplicate.
Key details you should know for the exam:
Create new vs. match existing: Deduplicate by selecting an existing Contact when appropriate.
Campaign history carries over: The Lead’s Campaign Member record is re-associated to the new Contact so marketing attribution is preserved (no new Campaign is created).
Field mapping: Standard fields map automatically; admins can map custom Lead fields → Contact fields.
Email/phone hygiene: Good matching rules help prevent duplicate Contacts; validation rules still apply at conversion.
Why this matters for sellers:
A Contact gives sales and service teams a person to engage, track activities with, and place into Campaigns and journeys.

❌ Why the Others Are Not Correct
B. Campaign
Not created during conversion. Lead conversion does not create a Campaign record. Instead, if the Lead belonged to a Campaign, Salesforce moves the Campaign Member association to the new Contact. This preserves marketing attribution without generating a brand-new Campaign.
Common exam trap:
Seeing “Campaign” listed with Account/Contact/Opportunity—only Account and Contact are guaranteed; Opportunity is optional; Campaign is never created by lead conversion.

C. Case
Not created during conversion.
A Case is a service/support record and is outside the sales-focused lead conversion flow. You’d create Cases separately (e.g., from an Account/Contact, via Web-to-Case, Email-to-Case, or automation).
Common exam trap:
Mixing sales objects (Account/Contact/Opportunity) with service objects (Case). Lead conversion is for sales objects only.

Bottom line:
On lead conversion, Salesforce creates an Account and a Contact (and optionally an Opportunity). It doesn’t create Campaigns or Cases. So A and D are correct; B and C are not.

The administrator at cloud kicks is trying to debug a screen flow that create contacts. One of the variables in the flow is missing on the debug screen. What could cause this issue?


A. The available for input checkbox was unchecked.


B. The flow is an inactive version


C. The field type is unsupported by debugging.


D. The available for output checkbox was unchecked.





A.
  The available for input checkbox was unchecked.

Explanation:

When debugging a screen flow in Salesforce, variables that are marked as “Available for input” are shown on the debug screen so that administrators can manually assign values to them during testing. If a variable is missing from the debug interface, the most common reason is that this checkbox was not enabled when the variable was created. This setting tells Salesforce that the variable should be exposed for external input — including during debug runs. Without it, the variable remains hidden, making it impossible to simulate or test its behavior interactively. This is especially important when testing flows that rely on dynamic data passed in from users or other systems.

❌ Incorrect Answers:

B. The flow is an inactive version
The activation status of a flow does not affect whether variables appear in the debug screen. Salesforce allows administrators to debug both active and inactive versions of flows. Therefore, an inactive flow would still show all input-enabled variables during debugging.
C. The field type is unsupported by debugging
While some complex or custom field types may have limitations, standard variable types like Text, Number, Boolean, and Record are fully supported in the debug interface. A missing variable is unlikely to be caused by an unsupported field type unless it’s extremely niche, which is not implied in this scenario.
D. The “Available for output” checkbox was unchecked
This setting controls whether the variable can be accessed after the flow runs — for example, by another flow or Apex code. It has no impact on whether the variable appears in the debug screen. Therefore, it’s unrelated to the issue described.


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