Free Salesforce Platform Administrator practice questions

Question 1

Cumulus Financial must document the organization security controls that protect against credential compromise ahead of an audit. Which two controls should the administrator point the auditors to? Choose 2 answers.
A. Organization-wide defaults set to Private on sensitive objects.
B. Multi-factor authentication required for user interface logins, assigned through a permission set.
C. Trusted IP ranges combined with profile-level login IP ranges and login hours.
D. Field-level security that hides sensitive fields from most profiles.

Accepted Answer

Correct answer: B. Multi-factor authentication required for user interface logins, assigned through a permission set. | C. Trusted IP ranges combined with profile-level login IP ranges and login hours.
Requiring multi-factor authentication for user interface logins, delivered by the corresponding user permission in a permission set, is the primary defence against a stolen password because a password alone no longer grants entry. Network and time restrictions - trusted IP ranges, profile login IP ranges, and login hours - narrow the conditions under which any credential can be used at all, so they are the other authentication-layer control. Organization-wide defaults and field-level security are important data access controls, but they govern what an already-authenticated user can see rather than defending the login itself.

Question 2

Ursa Major Solar has an Account Lightning record page set as the org default and a second Account page assigned as the app default for the Service Console. A support agent whose profile has no page assignment opens an Account from the Service Console. Which page does the agent see?
A. The org default page, because org-level assignments always take precedence.
B. Whichever page was activated most recently in the Lightning App Builder.
C. The Service Console app default page, because the app-level assignment is more specific.
D. The page assigned to the Account object's master record type for that profile.

Accepted Answer

Correct answer: C. The Service Console app default page, because the app-level assignment is more specific.
When a Lightning record page is activated as the default for specific Lightning apps, it takes precedence in those apps over the org default, which is applied as the Lightning Experience override for the object's View action. Because the agent is working inside the Service Console and that app has its own default page, the app default page is served even though an org default also exists. Org-level assignment does not always win; it is the broadest assignment and applies only where nothing more specific is set. Activation order is irrelevant to which page a user sees, and no record type or profile assignment exists in this scenario for Salesforce to match.

Question 3

One analyst at Cloud Kicks needs the Manage Dashboards permission. Everyone else on the analyst's profile must not have it. What should the administrator do?
A. Create a permission set that grants the dashboard permission and assign it to that analyst.
B. Clone the analyst's profile, add the permission, and assign the new profile to that analyst.
C. Add the permission to the existing profile and remove it from the other users with a muting permission set.
D. Ask the analyst to request the permission each time it is needed through an approval process.

Accepted Answer

Correct answer: A. Create a permission set that grants the dashboard permission and assign it to that analyst.
Permission sets exist to extend access to individual users without changing the profile that everyone else shares, making a one-person exception a single assignment with no new profile to maintain. Cloning the profile works technically but adds another profile to keep in step with layout assignments, login hours, and default record types every time something changes. Adding the permission to the shared profile grants it to everyone first, and a muting permission set only mutes permissions granted by permission sets inside its own permission set group - it cannot mute anything granted by a profile. An approval process cannot grant or revoke permissions.

Question 4

Universal Containers has an Account record type named Partner Account. The administrator must make a new Account Type value of Reseller available to users creating Partner Account records, without exposing it on any other Account record type. Which two steps are required? Choose 2 answers.
A. Add Reseller as a value in the Account Type picklist definition
B. Create a new global value set that contains only the Reseller value
C. Create a new page layout and assign it to the Partner Account record type
D. Select the option to restrict the picklist to the values defined in the value set
E. Assign the Reseller value to the Partner Account record type

Accepted Answer

Correct answer: A. Add Reseller as a value in the Account Type picklist definition | E. Assign the Reseller value to the Partner Account record type
A picklist value must first exist in the field's value set, and then each record type controls which of those values its users see, so adding Reseller and assigning it to only the Partner Account record type produces the requested behavior. A new page layout changes which fields and related lists appear, not which picklist values are selectable. Restricting the picklist to the defined value set blocks values coming from the API and data loads but has no bearing on record type availability. Creating a global value set containing one value neither limits the value to a record type nor is necessary for a single field.

Question 5

An administrator tries to delete the custom currency field Repair Cost on the Work Order object and receives an error stating the field is in use. Investigation shows a roll-up summary field on Account sums Repair Cost, and a cross-object formula on Case displays it. What is the correct course of action?
A. Deactivate the roll-up summary field and the cross-object formula, then delete the Repair Cost field entirely
B. Set the Repair Cost field to hidden for all profiles and permission sets, which releases the dependency
C. Delete the referencing roll-up summary and cross-object formula fields, then delete Repair Cost
D. Delete the Work Order page layouts that contain Repair Cost, then delete the field from the object

Accepted Answer

Correct answer: C. Delete the referencing roll-up summary and cross-object formula fields, then delete Repair Cost
Salesforce blocks deletion of a field that is referenced by other metadata, so every dependency, including roll-up summary fields and cross-object formulas, must be deleted before the field itself can go. Roll-up summary and formula fields cannot be deactivated; they are either present or deleted. Hiding the field with field-level security changes visibility only and leaves the metadata references intact. Removing the field from page layouts also has no effect on dependent fields, because the error comes from the referencing metadata rather than from layout placement.

Question 6

A team at Bloomington Caregivers asks the administrator to explain what record types control. Which two statements are accurate? Choose 2 answers.
A. A record type can be mapped to only one page layout across the whole org
B. Record types can be made available to users through permission sets in addition to profiles
C. Record types determine which users own the records created with them, not just their page layout
D. Record types control which fields a user can see in reports and in the API
E. A record type determines which picklist values and layout a user sees for that record type

Accepted Answer

Correct answer: B. Record types can be made available to users through permission sets in addition to profiles | E. A record type determines which picklist values and layout a user sees for that record type
A record type filters the picklist values available on a record and, together with the user's profile, determines which page layout is displayed, and access to record types can be granted through permission sets as well as profiles. Field visibility in reports and the API is governed by field-level security, not by record types. The same record type can present different layouts to different profiles, which is the whole point of the assignment matrix. Record ownership comes from the record owner and the sharing model rather than from the record type.

Question 7

Cloud Kicks turned on Collaborative Forecasts, but a regional sales manager reports that the forecast page shows only her own opportunities and none of the numbers from the six reps who report to her. What is the most likely fix?
A. Grant the manager the Marketing User feature license so she can manage campaigns for her region
B. Disable and re-enable forecasts so the hierarchy rebuilds using the latest role assignments
C. Give the manager the Modify All Data permission, which grants full record access across every object in the org
D. Confirm every forecast user has a role, then enable the manager's role as a forecast manager

Accepted Answer

Correct answer: D. Confirm every forecast user has a role, then enable the manager's role as a forecast manager
The forecast hierarchy is derived from the role hierarchy, so a user without a role never appears in it, and a manager only sees roll-ups from subordinate roles once that manager's role has been enabled as a forecast manager. Turning forecasts off and on again destroys quotas and adjustments without addressing the missing role or forecast manager designation. The Marketing User feature license governs campaigns and has nothing to do with forecast visibility. Modify All Data is a sweeping administrative permission that would expose all records in the org and still would not insert the manager into the forecast roll-up structure.

Question 8

New hires at Ursa Major Solar keep asking which fields matter and what coaching tips apply at each point in the deal cycle. The sales enablement lead wants that guidance visible directly on the opportunity record. What should the administrator recommend?
A. A Lightning report of open opportunities grouped by stage, embedded on the record page
B. Validation rules that require the important fields before a rep can move to the next stage
C. An email alert that sends stage-specific instructions each time the stage changes
D. A path on the Opportunity object that exposes key fields and guidance for success for each stage

Accepted Answer

Correct answer: D. A path on the Opportunity object that exposes key fields and guidance for success for each stage
A path is built for exactly this: it shows the stage chevrons plus the key fields and rich-text guidance for success that the enablement team maintains for each stage, right on the record page. An embedded report shows data but offers no per-stage coaching content. Validation rules enforce data entry but never tell a rep why a field matters or what to do next, and they surface only as an error on save. An email alert pushes guidance out of the record into an inbox, which new hires will not read while working the deal.

Question 9

Ursa Major Solar notices that a handful of Web-to-Case submissions each week are owned by the administrator who built the web form rather than by a support queue. Review shows these cases match none of the assignment rule entries. What should the administrator do so unmatched cases land with the support triage team instead?
A. Set the Default Case Owner in Support Settings to the support triage queue
B. Add a final assignment rule entry with criteria of Case Origin equals Web, since most unmatched submissions come from the web form
C. Change the Automated Case User in Support Settings to a member of the support triage team
D. Deactivate the assignment rule so that all web cases are created without an owner

Accepted Answer

Correct answer: A. Set the Default Case Owner in Support Settings to the support triage queue
When a web- or email-generated case matches no assignment rule entry, it is assigned to the Default Case Owner configured in Support Settings, so pointing that setting at the triage queue captures every unmatched case no matter which channel or fields it arrived with. An entry criterioned to Case Origin equals Web only catches unmatched cases that came from the web form; a case that goes unmatched from another channel, such as Email-to-Case, would still have no queue to land in, so it does not guarantee the full coverage the Default Case Owner setting provides. The Automated Case User determines which user is recorded as having performed automated case actions in the case history and notifications, not who owns unmatched cases. Deactivating the rule would stop all routing, and Salesforce records always require an owner, so nothing would be left unassigned.

Question 10

Customers who submit a case through the Universal Containers web form complain that they never know whether the request was received. The support manager wants every submitter to get an immediate branded email confirming the request, with no agent involvement. What should the administrator configure?
A. A case escalation rule with an immediate escalation action that emails the contact
B. A case auto-response rule with an entry that sends the branded template to the case contact
C. An assignment rule entry that names the branded template as its notification template
D. A scheduled report of new cases emailed to the contact each morning

Accepted Answer

Correct answer: B. A case auto-response rule with an entry that sends the branded template to the case contact
Auto-response rules exist precisely to send an immediate templated reply to the person who submitted a case through channels such as Web-to-Case and Email-to-Case. Escalation rules act on cases that age past their criteria and notify internal users or reassign the case, so they are the wrong trigger and the wrong audience. The template on an assignment rule entry notifies the new internal owner, not the customer. A scheduled report is delivered to internal Salesforce users and cannot acknowledge an individual submission on arrival.

Question 11

Northern Trail Outfitters wants employees to reserve the two training rooms at headquarters when they schedule an event in Salesforce, and double-booking must be visible. Where should the administrator configure this?
A. Activity Settings, by enabling multi-day events
B. A custom Room object with a lookup on Event and a formula flagging overlapping times
C. Public Calendars and Resources, by creating a resource for each training room
D. The event layout, by adding a required Location picklist naming each room

Accepted Answer

Correct answer: C. Public Calendars and Resources, by creating a resource for each training room
Public Calendars and Resources in Setup is where an administrator defines resources such as conference or training rooms; users then invite the resource to an event, and its calendar shows existing bookings so conflicts are visible. Enabling multi-day events only controls how long a single event can span. A custom Room object with a lookup on Event and a formula field could try to flag overlaps, but building and maintaining that logic duplicates what the standard resource calendar already does, and the object still can't be invited to an event the way a real resource can. A Location picklist records text about where the meeting is but does nothing to prevent or reveal double-booking.

Question 12

Field technicians at Ursa Major Solar need a stripped-down Work Order record page on their phones, while dispatchers keep the full desktop layout. What should the administrator do?
A. Build a second Work Order Lightning record page and assign it to the Phone form factor
B. Create a second Work Order page layout and assign it to the technician profile
C. Add the technicians to a permission set that hides desktop components
D. Create a compact layout for technicians and activate it as the mobile page

Accepted Answer

Correct answer: A. Build a second Work Order Lightning record page and assign it to the Phone form factor
Lightning record page assignments are made per form factor, so the administrator can activate one Work Order page for Desktop and a separate, simplified page for Phone, giving each audience the right experience from the same record. A page layout controls fields, related lists, and actions but is not assigned by form factor, so it cannot serve a different arrangement to phones only. Permission sets grant or restrict access to objects, fields, and features and cannot selectively hide Lightning page components by device. A compact layout only determines the fields shown in the highlights panel and in mobile previews; it is not a page that can be activated in its place.

Question 13

Universal Containers collected 8,000 new leads at a trade show. The administrator needs to load them into Salesforce, wants existing leads matched on email address so duplicates are not created, and is not permitted to install software on their laptop. What should the administrator use?
A. Data Loader command-line interface
B. Data Import Wizard in Setup
C. The weekly Data Export Service
D. Mass Transfer Records in Setup

Accepted Answer

Correct answer: B. Data Import Wizard in Setup
The Data Import Wizard runs entirely in the browser from Setup, supports leads, and lets the administrator choose a matching field such as email so that matching rows update the existing lead instead of creating a second one, which fits a load of 8,000 records well within the wizard's per-import ceiling. Data Loader would work for the volume but it is a client application that must be installed, which the scenario rules out. The Data Export Service only produces backup files of data already in the org and cannot load anything. Mass Transfer Records changes record ownership on existing records and does not create records from a file.

Question 14

An administrator at Northern Trail Outfitters is building a custom report type that joins Account to a custom Inspection object and is documenting the design for a peer review. Which two statements about custom report types are accurate? Choose 2 answers.
A. Field labels inherited from the objects cannot be renamed within the custom report type's field layout
B. In the In Development state, only users with permission to manage custom report types can build reports from it
C. Requiring at least one related inspection on the relationship excludes no-inspection accounts from reports built on the type
D. A custom report type is limited to the primary object and a single related object, with no additional objects down the chain
E. Deleting the custom report type leaves the reports already built from it in working order, still returning current data

Accepted Answer

Correct answer: B. In the In Development state, only users with permission to manage custom report types can build reports from it | C. Requiring at least one related inspection on the relationship excludes no-inspection accounts from reports built on the type
A custom report type stays hidden from ordinary report builders while it is In Development, which lets the administrator finish and test it before switching it to Deployed for everyone else to use. The relationship choice is baked into the report type itself, so requiring at least one related inspection means every report built on that type silently drops accounts with no inspection records, which is a common cause of missing rows a peer reviewer should be warned about. Field labels can, in fact, be renamed inside the report type's field layout so the report shows business-friendly names instead of the objects' own labels. A custom report type is not capped at two objects; further related objects can be chained on down the relationship path. Deleting a report type is destructive, not harmless, because the reports and dashboard components built on it stop working once the report type they depend on is gone.

Question 15

A sales representative at Cloud Kicks opens an opportunity pipeline report from a folder shared with the whole sales team and sees 40 records, while their manager runs the same report and sees 260. The representative asks the administrator to fix the report. How should the administrator respond?
A. The manager needs to save the report again under their own login so the representative inherits the wider result set
B. The report is correct: record-level access controls what each user sees, and the role hierarchy widens that access for the manager
C. The representative needs Editor access to the report folder, which would grant visibility into the pipeline's opportunity records
D. A row limit configured on the report is truncating the results returned specifically to the representative's login session

Accepted Answer

Correct answer: B. The report is correct: record-level access controls what each user sees, and the role hierarchy widens that access for the manager
Reports never widen record access beyond what the running user already has, so with a restrictive organization-wide default the representative sees only their own opportunities while the manager sees the team's through the role hierarchy; both counts are correct for the person who ran the report. The manager re-saving the report changes nothing, because access is evaluated fresh for whoever opens it, not baked in by whoever last saved it. Folder access controls whether a user can open, edit, or manage the report definition itself; upgrading the representative to Editor would let them modify the report but would not reveal a single opportunity record they cannot already see. A row limit would cut off both users' results by the same amount, so it cannot explain why one user sees 40 rows and the other sees 260.

Question 16

AW Computing has one active case assignment rule with several entries. Cases from the Premier Support record type that also have a Priority of High should route to the Premier Escalations queue, but they are currently landing in the general Support queue that a broader entry targets. What should the administrator do?
A. Activate a second case assignment rule that contains only the Premier Escalations entry.
B. Change the broader Support queue entry so it also assigns to the Premier Escalations queue.
C. Move the narrower, more specific rule entry above the broader entry.
D. Add the Premier Escalations queue's members to the broader general Support queue as well.

Accepted Answer

Correct answer: C. Move the narrower, more specific rule entry above the broader entry.
Rule entries are evaluated in order and the first entry whose criteria match wins, so the more specific Premier Support and High Priority entry must be sequenced above the broader entry that is currently catching those cases. Only one case assignment rule can be active in an org at a time, so activating a second rule is not possible. Pointing the broad entry at the Premier Escalations queue would misroute every other case that matches it. Adding users to the general Support queue changes who can see the cases but leaves the ownership routing wrong, which is the actual requirement.

Question 17

Sales reps at Universal Containers report that they can no longer edit an opportunity right after clicking Submit for Approval. What should the administrator explain?
A. Submitting for approval locks the record; record editability then decides whether only admins, or admins plus the current approver, can edit it.
B. The record is now owned by the approver, so the submitter lost edit access through the role hierarchy.
C. A validation rule that the approval process created blocks edits.
D. The record's record type changes when it enters approval.

Accepted Answer

Correct answer: A. Submitting for approval locks the record; record editability then decides whether only admins, or admins plus the current approver, can edit it.
An approval process locks the record when it is submitted, and the record editability property determines whether only administrators can edit it or administrators plus the currently assigned approver. Ownership is not transferred to the approver; the submitter remains the owner but cannot edit the locked record. Approval processes do not generate validation rules, so no new rule exists to point at. Record types are unaffected by submission, so a record type change is not the cause.

Question 18

An administrator at AW Computing is about to test a newly built agent action that creates renewal opportunities. What should the administrator consider before using the conversation preview?
A. The preview runs in a simulated sandbox layer, so no real records in the connected org are ever touched at all.
B. The preview actually executes the agent's actions for real, so testing a write action needs a sandbox or test data first.
C. The preview only evaluates which topic the request matches and never invokes the topic's underlying actions.
D. The preview requires the agent to be fully deactivated first, so no underlying record data can possibly change.

Accepted Answer

Correct answer: B. The preview actually executes the agent's actions for real, so testing a write action needs a sandbox or test data first.
Conversation preview drives the real agent against the org it runs in, so an action that creates records will genuinely create them; testing a write action therefore belongs in a sandbox, or at minimum against records set aside as test data. Describing the preview as a simulation that never touches data is the dangerous misconception this scenario is meant to expose. The preview does exercise actions, not just classification, which is precisely why the administrator can verify the end-to-end behavior. Deactivating the agent is not a prerequisite and would not make executed actions harmless anyway.

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