PLAT-WI26-SET2

Universal Containers requires that when an opportunity is closed won, all other open opportunities on the same account must be marked as Closed Lost. Which automation solution should a Platform Administrator use to implement this request?. Flow Builder. Outbound Message. Flow Orchestration. Quick Action.

Sales reps miss key fields when filling out an opportunity record through the sales process. Reps need to move forward in stages but are unable to enter a previous stage. Which three options should a Platform Administrator use to address this need?. Use validation rules. Configure Opportunity Path. Enable guided selling. Mark fields required on the page layout. Use Flow to mark fields required.

A Platform Administrator created a new prompt template and is testing it. Every time the administrator tests the template, it gives a different response. Why is the prompt template giving different responses each time it's run?. The prompt is only sent to the large language model after the administrator deploys the template to a live agent, not when the prompt is run in the builder. Prompt Builder caches the large language model's response, so the prompt is only sent once for every template the administrator creates. Every time the administrator runs a prompt template in Prompt Builder, it creates a unique call to the large language model. Prompt Builder runs a simulated call to the large language model to save on costs, so the prompt is never sent to the actual model.

Cloud Kicks needs to be able to show different picklist values for sales and marketing users. Which two options meet this requirement?. One page layout, two record types, one picklist. Two page layouts, one record type, two picklists. One record type, two profiles, one picklist. Two permission sets, one record type, one picklist.

A sales rep at Ursa Major Solar has launched a series of networking events. They are hosting one event per month and want to be able to report on Campaign ROI by month and series. How should a Platform Administrator set up the Campaign to simplify reporting?. Configure Campaign Member Statuses to record which event Members attended. Add different record types for the monthly event types. Use Campaign Hierarchy where the monthly events roll up to a parent Campaign. Create individual Campaigns that all have the same name.

A user is unable to relate a task to the Course custom object. What should a Platform Administrator do to allow tasks to be related to courses?. Create a sharing rule for the Course object to grant the user Read/Write access. Select Allow Activities on the Course object in Object Manager. Add the Open Activities related list to the Course page layout. Update the user's profile to grant them Edit access to the Task object.

A Platform Administrator at Universal Containers needs an automated way to delete records based on field values. Which automated solution should the administrator use?. Flow Orchestration. Mass Delete Records. Flow Builder. Automation Studio.

Ursa Major Solar (UMS) wants a place within Salesforce to discuss sensitive records. UMS would like to be able to add new members but does not want non members to be able to see any information about the forum. What should a Platform Administrator configure to achieve this?. Chatter Unlisted Group. Chatter Private Group. Chatter Public Group. Private Slack Channel.

Marketing users at Cloud Kicks have been completing the Lead Source field inconsistently, with values like Web, Website, and Online. To ensure data quality, a Platform Administrator needs to standardize these records. Which Flow should the administrator use to clean up these inconsistent Lead Source values?. Segment triggered flow. Record triggered flow. Schedule triggered flow. Screen flow.

Cloud Kicks (CK) is partnering with a used shoe store and second-hand bicycle emporium. CK has an automated business process it wants to run once a week to count the number of open cases related to an Account. Which flow should a Platform Administrator recommend automating within Flow Builder for this business process?. Scheduled flow. Record triggered flow. Autolaunched flow. Automation event triggered flow.

Cloud Kicks wants to make sure clients are getting the attention they need and cases are not sitting longer than the Service-Level Agreement (SLA) it has with its clients. Which standard feature helps route cases to a Tier 2 team if they have not been addressed in a specific amount of time?. Milestone and Entitlements. Omni-Channel Routing. Auto Response Rules. Escalation Rules.

A Platform Administrator has reviewed an upcoming critical update. How should the administrator proceed with activation of the critical update?. Allow the critical update to auto activate. Activate the critical update in a sandbox. Activate the critical update in production. Allow the critical update to auto-activate in a sandbox.

A Platform Administrator has been asked to change the data type of an auto number to a text field. What should the administrator be aware of before changing the field?. Existing field values will remain unchanged. Existing Auto Number field to Text is prevented. Existing field values will be deleted. Existing field values will be converted.

A Platform Administrator is designing a prompt template for a new agent. The agent's purpose is to help service reps troubleshoot technical issues by providing concise, step by step instructions. Based on best practices for creating effective prompts, which approach should the administrator use when writing this prompt?. Write a detailed prompt with multiple nested conditions to cover all the major troubleshooting scenarios. Use specific technical terms and abbreviations to ensure the Al understands the specialized domain. Focus an providing high level, theoretical concepts so the Al has the flexibility to respond creatively. Use natural, easy to understand language and clear, concise instructions to guide the Al's behavior.

Users have reported that the new Lightning account record page is loading very slowly. Which feature should a Platform Administrator use to determine the cause of the performance issues?. Lightning Analytics. Lightning Usage App. Lightning Page Visibility Rule. Lightning App Builder Analyze.

Cloud Kicks needs to change the owner of a case when it has been open for more than 7 days. What should a Platform Administrator use to complete this requirement?. Escalation Rules. Auto Response Rules. Assignment Rules. Validation Rules.

A group of sales reps can view each other's orders on a report; however, they would like a report to view just their own orders. What should a Platform Administrator do to set up a report for the sales reps?. Set the Opportunity Filter for Primary as True. Filter by Opportunity Owner equals $USER. Set Organization Wide Defaults of Order object to Private. Save the report in a private folder for the user.

When Agentforce performs its grounding check, it examines source information, the topic instructions, and scope. Which additional information does the agent look for during its grounding check?. Incompatible data types. Prompt injection risks. Encrypted fields. The web for information verification.

Cloud Kicks has three teams of customer service reps that use a custom field on the Case object to populate the team assigned to manage the tickets. The customer support manager would like a Cases Dashboard to show data specific to each team. What should a Platform Administrator do to meet this requirement?. Create separate Dashboards for each Customer Support team. Create a Dashboard with widgets specific to each team. Create a Dashboard that uses Dashboard Filters to show specific team data. Add Cross Filters to switch between the three customer service teams.

Universal Containers Platform Administrator has been asked to create a many to many relationship between two existing custom objects. Which two steps should the administrator take when enabling the many to many relationship?. Create URL fields on a custom object. Create two lookup relationships on the new object. Create a junction with a custom object. Create two master detail relationships on the new object.

Cloud Kicks has the organization wide defaults for Opportunity set to Private. Which two features should a Platform Administrator use to open up access to opportunity records for sales users working on collaborative deals?. Sharing rules. Sharing set. Role hierarchy. Profiles.

A Platform Administrator is adding a new topic to an agent. What is best practice for topic instructions?. Write the instructions generically to allow the agent maximum flexibility in its reasoning. Include an extended list of example user questions so the agent can learn from patterns. Keep instructions as minimal as possible to reduce agent latency. Add business specific language rather than plain language.

A Platform Administrator at Cloud Kicks has a request from the finance team that all won opportunities over a certain value must be checked for accuracy before the deal can be considered fully closed. The assigned finance team member, as well as the seller's manager, both must sign off on the deal, with the manager doing so first. Then, the finance team member must sign off, for a total of up to three sign-offs per opportunity. How should the administrator address this request?. Create a screen flow that runs anytime an opportunity is closed. Add a Lightning web component to the opportunity page to capture the details in an approval record. Create a quick action to send emails to both the manager and the finance team member. Create an approval process with specific steps.

Cloud Kicks wants users to only be able to choose the opportunity stage Closed Won if the Lead source has been selected. How should a Platform Administrator accomplish this goal?. Make Lead source a dependent picklist to the Opportunity Stage field. Change the Opportunity Stage field to Read Only on the page layout. Configure a validation rule requiring Lead source when the stage is set to Closed Won. Make the opportunity stage a dependent picklist to the Lead source.

Which two solutions is a Platform Administrator able to find on AppExchange to enhance their organization?. Components. Customers. Communities. Consultants.

Ursa Major Solar's Platform Administrator is editing the page layout for a new custom object. A text area field is accidentally removed from the page layout, and it needs to be restored to the page layout. What are two methods for achieving this goal?. Restore from the recycle bin within 15 days. Clone the layout from a different profile and use save as. Restore original page layout from a sandbox. From the fields palette, drag the field into the same position.

Sales managers would like to know what could be implemented to surface important values based on the stage of the opportunity. Which tool should a Platform Administrator use to meet this requirement?. Workflow Rules. Path Key Fields. Opportunity Processes. Dynamic Forms.

A sales rep wants to be able to categorize multiple picklist values into a single value on a report. Which option should a Platform Administrator suggest to the sales rep to accomplish this?. Bucket Column. Unique Count. Report Filter. Chart.

Northern Trail Outfitters has the Case object set to private. The support manager raised a concern that reps have a broader view of data than expected and can see all cases on their group's dashboards. What is causing reps to have inappropriate access to data on dashboards?. Dashboard Filters. Dashboard's running user. Public Dashboards. Dashboard Subscriptions.

Northern Trail Outfitters has a new flow that automatically sets field values when a new account is created. The flow is launched by a process, but the flow is not working properly. What should a Platform Administrator do to identify the problem?. View the Setup Audit Trail and review for errors,. Set up email logs and review the send error logs. Use the native debug feature in Flow Builder. Review debug logs with the flow logging level.

A sales rep has left the company, and a Platform Administrator has been asked to re-assign all their accounts and opportunities to a new sales rep and keep the teams as is. Which tool should the administrator use to accomplish this?. Data Loader. Dataloader.io. Mass Transfer Records. Data Import Wizard.

Ursa Major Solar has its business hours set from 9:00 AM to 5:00 PM for the reps that are on Pacific Time. The reps on Eastern Time need business hours set to start 3 hours earlier to cover for support. How should a Platform Administrator solve for this issue?. Adjust the current business hours to accommodate the Eastern time zone. Allow the reps to set business hours manually. Set temporary business hours for each time zone. Create one set of business hours per time zone.

Cloud Kicks has a custom object called Shipments. The company wants to see all the shipment items from an Account page. When an Account is deleted, the shipments should remain. Which type of relationship should a Platform Administrator make between Shipments and Accounts?. Shipments should have a lookup to Account. Accounts should have a master detail to Shipments,. Accounts should have a lookup to Shipments. Shipments should have a master detail to Accounts.

A Platform Administrator at Cloud Kicks is setting up a new Salesforce instance. The business requirements mandate that the marketers are given access to opportunities in order to maintain the campaign relationships on each opportunity. The administrator decides to assign the Marketing User profile. What should the administrator do next to achieve this requirement?. Add a custom permission set to include Opportunity. Edit the role to enable Sales access. Configure the assigned apps to include Opportunity. Edit the object permissions to include Opportunity.

A Platform Administrator at Cloud Kicks received a request from the head of sales operations to create a process in which opportunities must be validated by specific team leaders based on a mix of criteria. When the administrator analyzed the list of criteria, they found that there were 30 potential sets of criteria that would identify the proper person to route the request to. How should the administrator fulfill this request?. Create a button on the opportunity that brings up an email template to send to the correct leader. Create an approval process with specific entry criteria and approval steps for each of the sets of criteria specified. Create a record-triggered flow orchestration to properly route the requests. Use a screen flow to allow the seller to input the criteria in a form that is then sent to the appropriate leader.

Users at Cloud Kicks want to see information that is more useful for their role on the Case page. How should a Platform Administrator make the pages more dynamic and easier to use?. Add component visibility filters to the components. Include more tab components with filters. Remove fields from the record details component. Delete the extra components from the page.

A sales rep has a list of 300 accounts with contacts that they want to load at one time. Which tool should a Platform Administrator utilize to import the records to Salesforce?. Manual Import. Data Import Wizard. Dataloader.io. Data Loader.

Cloud Kicks is working on a rebrand. In which two areas of the Salesforce mobile app can a Platform Administrator customize the branding?. Popups header color. Record background color. Loading page logo. Header background color.

Which two data loss considerations should a Platform Administrator keep in mind when changing a custom field type from Text to Picklist?. Auto updates will be made to Visualforce references to prevent data loss. Any list view based on the custom field is deleted. There will be no data loss with use of a global value set. Assignment and escalation rules may be affected.

Cloud Kicks wants to ensure that every client has support based on the level of service that has been agreed on in the sales cycle. There are tiers to this support model Gold, Silver, and Bronze. What should a Platform Administrator create to ensure that this is part of every client's account once they become a client?. A flow to assign Entitlements. Routing Configuration for each client. Email-to-Case for each service level. Case Assignment Rules for each client.

What are three characteristics of a master-detail relationship?. Permissions for the detail record are set independently of the master. The master object can be a standard or custom object. Roll-up summaries are supported in master-detail relationships. The owner field on the detail records is the owner of the master record. Each object can have up to five master detail relationships.

Northern Trail Outfitters uses a custom Invoice object to collect customer payment information from an external billing system. The Billing System field needs to be filled in on every Invoice record. How should a Platform Administrator ensure this requirement?. Define an approval process for the field. Create a flow to update the field. Require the field on the record type. Make the field universally required.

A Platform Administrator for Cloud Kicks needs to ensure that only the financial records belonging to each individual user are visible on the report in order to meet some of the data privacy requirements. How should the administrator achieve this?. Set sharing model as Public Read/Write for the respective object(s). Set sharing model as Private for the respective object(s). Create multiple reports, each filtered to show records owned by each user. Use Apex sharing to hide records.

A Platform Administrator needs to configure an approval process for the sales team when opportunities that meet particular conditions are closed. How should the administrator make sure the right records are included in the process?. Add Specific Entry Criteria. Use Dynamic Forms to display a button. Add a validation rule to the opportunity. Create a screen flow.

One of the sales managers at Universal Containers will be going on leave for several months. The executives want to make sure the sales manager does not log in to Salesforce while on leave. What should a Platform Administrator do to ensure the user is not able to log in while on leave?. Reassign the user's license during leave. Change the Login Hours for the profile. Freeze the user's account. Restrict Login IP Addresses for the profile.

A salesperson complains that the Log a Call button is missing from the highlights panel of an Opportunity page. What is the reason for this?. The custom Log a Call permission has been disabled at the org level in Setup. The Log a Call action has not been added to the Salesforce Mobile and Lightning Experience Actions section of the page layout. The Log a Call action will appear within the Activity Component as a standard behavior rather than the highlights panel. The custom Log a Call permission is missing from the user's profile and assigned permission sets.

A new agent is being developed to help customer service reps process customer requests for a replacement product. The agent needs to call an action that takes two inputs: productID and reasonCode. Which set of agent instructions should a Platform Administrator use for these inputs, according to best practices for Agentforce instructions?. Instructions for productID: The 18-character ID of the product." Instructions for reasonCode: "A numerical code.". Instructions for productID: "The product ID. Retrieve this from the conversation history or the user's input" Instructions for reason Code. The three-digit replacement reason. This is required when the product ID is present. Instructions for productID: "ID from the product record Instructions for reason Code: "Code for the reason.". Instructions for productID: "The 18 character ID of the product. Retrieve this from the conversation history or the user's input. Required" Instructions for reasonCode: "A three-digit code that specifies the reason for replacement. This is required only when the product ID is present".

The sales director at Cloud Kicks wants to be able to predict upcoming revenue in the next several fiscal quarters so they can set goals and benchmark how reps are performing. Which two features should a Platform Administrator configure?. Sales Quotas. Forecasting. Opportunity List View. Opportunity Stages.

The client services and customer support teams share the same profile but have different permission sets. The custom object Retention related list needs to be restricted to the client services team on the Lightning record page layout. What should a Platform Administrator use to fulfill this request?. Page Layout Assignment. Component Visibility. Record Type Assignment. Sharing Settings.

Users at DreamHouse Realty are only allowed to see opportunities they own. Leadership wants an enterprise wide dashboard of all open opportunities in the pipeline so that users can see how the company is performing at any point in time. How should a Platform Administrator create the dashboard without changing any sharing settings?. Create a dashboard with the running user set as someone who can see all opportunities. Add a filter to the dashboard to filter the opportunities by owner role. Build individual dashboards for profiles that need to see the enterprise results. Update the dashboard folder settings to manager for the sales reps role.

An administrator at DreamHouse Realty needs to create customized pages for the Salesforce mobile app. Which two types of pages should a Platform Administrator build and customize using the Lightning App Builder?. User page. Dashboard page. Record page. App page.

A Platform Administrator at Cloud Kicks has a custom picklist field on Lead, which is missing on the Contact when leads are converted. Which two steps should the administrator take to ensure these values are populated?. Update the picklist value with a validation rule. Create a custom picklist field on Contact. Map the picklist field on the Lead to the Contact. Set the picklist field to be required on the Lead object.

A sales manager at Dream House Realty wants sales users to have a quick way to view and update the opportunities in their pipeline expected to close in the next 90 days. What should a Platform Administrator do to accomplish this request?. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities. Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria. Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements. Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.

DreamHouse Realty (DHR) wants a templated process with a mortgage calculator that generates leads for loans. DHR needs to complete the project within 30 days and has maxed out its budget for the year. Which AppExchange item should help a Platform Administrator meet the request?. Bolt Solutions. Lightning Community. Lightning Data. Flow Solutions.

Which task is especially suited for Agentforce?. Single-step predefined processes. Static document generation. Multi-step processes that need adaption to change. Tasks without decision making.

Leadership at Cloud Kicks wants to go beyond knowing how long a case has been open for, to knowing how long a case has sat with different teams. Which tool gives a Platform Administrator the ability to track the time a case sits and provide relevant reporting?. Record Triggered Flows with Business Hours. Milestones with Business Hours. Case Assignment Rules with Business Hours. Escalation Rules with Business Hours.

Universal Containers wants to ensure that cases are routed to the right people at the right time, but there is a growing support organization. The business wants to be able to move people around and adjust the work they get without having to request extra assistance or rely on the administrator teams. Which tool allows the business to control its own assignment of work?. Email to-Case. Omni Channel. Lead Assignment Rules. Case Assignment Rules.

A Platform Administrator at Universal Containers is asked to restrict login access for users to specific hours and specific IP addresses to help minimize the risk of bad actors getting into the org. Which setting should the administrator update to accomplish this?. Company Settings. The user's role. The user's profile. Custom permission sets.

Ursa Major Solar wants to automatically notify a manager about any cases awaiting a response from an agent for more than 2 hours after case creation. Which feature should a Platform Administrator use to fulfill this requirement?. Assignment Rule. Case Escalation Rule. Formula field. Omni-Channel Supervisor.

DreamHouse Realty has an approval process. A manager attempts to approve a record but receives an error. What should a Platform Administrator do to troubleshoot this issue?. Check if the user in the next approver is inactive or missing. Review the page layout to ensure the fields updated in the process are visible. Update the field level security to view on fields that are updated in the process. Add a delegated approver for the next approver in the process.

Platform Administrator needs to enable Agentforce for the service team. What is the most critical prerequisite for ensuring the Service Agents have a complete and accurate view of their customers?. Activate Email to Case for the agent. Configure a new Service Console layout. Verify Data Cloud is implemented. Create new user profiles for the agent.

Northern Trail Outfitters wants to initiate expense reports from Salesforce to the external HR system. Managers and directors need to review this process. Which two tools should a Platform Administrator configure?. Outbound Message. Email Alert Action. Quick Action. Approval Process.

Cloud Kicks has been seeing exponential growth and will be hiring an additional 10 sales reps and 15 support reps to its teams. The support team will need access to the Service Console to manage cases. A Platform Administrator will be assigning the users to existing custom sales and support profiles. How should the administrator ensure the support reps have the appropriate access to the console?. Enable the Service Cloud User feature license for the support reps on the User Detail page. Create a permission set for the Service Console and assign it to the support reps. Build a Service Console using Lightning App Builder for the custom service profile. Assign the Salesforce Platform User License to the support reps.

A Platform Administrator wants to limit the kinds of reports their users can create. Which tool should the administrator use?. Hide Report Types. Standard Report Types. Joined Report. Report Folder Sharing.

A manager wants the sales team to update their opportunities on a regular basis. Which feature should a Platform Administrator implement to help with this?. Similar Opportunities. Opportunity Update Reminders. Big Deal Alerts. Scheduled Reports.