Salesforce-Platform-Administrator Practice Test Questions

Explanation:

Permission Sets allow an administrator to grant additional permissions to specific users without changing their profile. In this scenario:
All marketing users share one profile (with read-only access to Campaigns).
A few users need edit access.
➡️ The best solution is to create a Permission Set with “Edit” (or “Modify All”) access on the Campaign object and assign it only to those specific users.
This approach follows the Salesforce principle of least privilege + flexibility, avoiding the need to clone or manage multiple profiles.

❌ Why the others are wrong

B. Organization-Wide Defaults (OWD):
OWDs control the baseline level of record access (Private, Public Read Only, etc.), not object-level permissions like Create/Edit/Delete. Even if OWDs are “Public Read Only,” a user still needs object-level “Edit” permission to modify a record.

C. Marketing User checkbox:
This special checkbox (on the user record) enables Campaign management features like campaign creation or import, but it doesn’t override the profile’s object permissions. Users still need “Edit” rights on Campaigns to make changes.

D. Field-Level Security:
Controls visibility or editability of individual fields, not object-level access (like whether the user can create or edit Campaign records at all).

Reference:
Salesforce Help: Permission Set Overview
Trailhead: Control Access to Objects and Fields with Permission Sets

Explanation:

The question is about standard Salesforce objects that are available "out of the box" (meaning, without any custom development) and are relevant to a support use case.

Why B is Correct (Case):
The Case object is the central, core standard object for any customer service or support operation in Salesforce. It is specifically designed to track customer issues, questions, and requests. Any evaluation of Salesforce for a service team would start with the Case object.

Why E is Correct (Account):
The Account object is the standard object representing a business account or company. In a support context, it is crucial to know which customer is submitting a Case. Cases are typically related to an Account to provide that business context.

Why A is Correct (Contract):
The Contract object is a standard Salesforce object used to define support terms, service level agreements (SLAs), and entitlements. In a support use case, contracts can be used to determine what level of support a customer is entitled to, which is a fundamental part of a professional service operation.

Why C is Incorrect (Ticket):
While "ticket" is a common industry term for a support request, it is not the name of a standard Salesforce object. The equivalent standard object is Case. "Ticket" could be the name of a custom object, but the question asks for standard objects available out of the box.

Why D is Incorrect (Request):
"Request" is not a standard Salesforce object. Like "Ticket," this is a generic term, but the specific standard object built for handling service requests is the Case object.

Reference:
These are core standard objects in the Salesforce schema. The Service Cloud implementation guide consistently centers on the Account, Contact, Case, and Contract/Entitlement objects as the foundation for managing customer service.

Explanation:

✅ Why this is correct
A Validation Rule is the right way to enforce data requirements based on conditions across multiple fields.
You can create a rule on the Opportunity object such as:

AND(
ISPICKVAL(StageName, "Closed Won"),
ISBLANK(TEXT(LeadSource))
)

Error Message:
“Lead Source must be selected before setting Stage to Closed Won.”
This ensures users cannot save an Opportunity with Stage = Closed Won unless Lead Source is populated.

❌ Why the others are wrong

A. Make Lead Source a dependent picklist to the Opportunity Stage field
You can’t make Lead Source dependent on Stage because both are picklists that don’t have a parent-child relationship defined that way. Also, dependency doesn’t enforce completeness—it just filters available values.

C. Change the Opportunity Stage field to read-only on the page layout
Making the field read-only would prevent all users from changing the stage—not conditional enforcement based on Lead Source.

D. Modify the Opportunity Stage as a dependent picklist to the Lead Source field
While you can create picklist dependencies, StageName is a standard, special field tied to the Opportunity pipeline process and cannot be made dependent on another field like Lead Source.

Reference:
Salesforce Help: Create Validation Rules
Trailhead: Ensure Data Quality with Validation Rules

Explanation:

The requirement is to distribute credit for a single Opportunity among multiple team members, with the distribution based on each person's specific level of effort. This is the exact purpose of Opportunity Splits.

Why B is Correct (Splits): Opportunity Splits is a standard Salesforce feature that allows you to divide the credit (i.e., the revenue) from a single Opportunity among multiple team members or business units. The administrator can create a custom "Split Type" called "Level of Effort" and then team members can be assigned a specific percentage of the Opportunity amount. When the Opportunity is closed and won, these splits are used for accurate forecasting and reporting on individual performance.

Why A is Incorrect (Stages): Stages represent the phases of a sales process (e.g., Prospecting, Negotiation, Closed Won). They track the progress of the entire Opportunity, not how credit is distributed among the team members working on it.

Why C is Incorrect (Queues): Queues are holding bins for work items (like Leads or Cases) that need to be assigned to a user. They are used for managing workload distribution, not for allocating monetary credit or revenue sharing on a specific record.

Why D is Incorrect (List Views): List Views are ways to display and filter lists of records. They are a reporting and data visibility tool and have no functionality for assigning or calculating credit percentages.

Reference:
Salesforce Help article "About Opportunity Splits" explains that splits "let your sales reps share credit for an opportunity... You can use splits to divide an opportunity’s amount among... team members, and track split amounts in forecasts."

Explanation:

Why It’s Correct:
Salesforce Knowledge Articles are the ideal solution for delivering structured, reusable content such as troubleshooting tips, FAQs, and how-to guides. These articles can be surfaced in case responses, email templates, and self-service portals, allowing support agents to quickly provide relevant information to customers. In this scenario, the support manager wants to include the top five troubleshooting tips in responses — a perfect use case for Knowledge Articles, which can be curated and updated centrally for consistency and speed. This feature is part of Salesforce Knowledge, which empowers service teams to share expertise efficiently.

❌ Incorrect Answers and Why They’re Wrong

A. Auto-Response Rules
Auto-response rules are used to send automated emails when a case is created, but they do not generate or manage content like troubleshooting tips. While they can include links to Knowledge Articles, they are not the source of the content.

B. Email Alerts
Email alerts are part of workflow automation and are used to notify users or customers based on specific triggers. However, they do not provide dynamic or curated content like troubleshooting tips unless paired with templates or articles.

D. Assignment Rules
Assignment rules route cases to the appropriate user or queue based on criteria. They are focused on internal case management, not customer communication or content delivery.

References
Salesforce Help: Knowledge Articles Overview
Trailhead: Service Cloud Knowledge

Explanation:

When using Data Loader to connect to Salesforce via the API, the tool requires a valid username, password, and—for security reasons outside of trusted IP ranges—the user’s security token appended directly to the end of the password (with no spaces). This token is a unique, auto-generated code sent via email when a user resets their password or can be manually reset in personal settings. This step authenticates API access securely and is mandatory for external tools like Data Loader unless the user’s IP is whitelisted in Network Access or they’re using OAuth (not default in Data Loader’s standard login).

Why the Incorrect Answers Do Not Work

Option A is incorrect because there is no specific permission set required just to "import data"—the "API Enabled" permission is controlled at the profile level (or via permission sets), and it’s enabled by default in most standard profiles (e.g., System Administrator). Simply adding a permission set is not a required step.

Option C is wrong because the Data Import Tool (or Data Import Wizard) is a browser-based, limited tool for importing Accounts, Contacts, Leads, Solutions, and Campaign Members—it does not support custom objects and is not the same as Data Loader.

Option D is unnecessary and misleading; while resetting a password does generate a new security token, it’s not required every time—users can log in with their existing token as long as it’s valid, and resetting both is overkill and not a standard prerequisite.

References:
Salesforce Help: Log In to Data Loader
Salesforce Help: Reset Your Security Token
Trailhead: Prepare for Data Loader

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

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.

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'."

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.