Last Updated On : 20-Feb-2026
Salesforce Certified Platform Administrator II - Plat-Admn-301 Practice Test
Prepare with our free Salesforce Certified Platform Administrator II - Plat-Admn-301 sample questions and pass with confidence. Our Salesforce-Platform-Administrator-II practice test is designed to help you succeed on exam day.
Salesforce 2026
Cloud Kicks (CK) has an email parsing tool. CK wants to ensure that when certain field are
updated, the Case Owner is notified by email.
What should the administrator use to email the Case Owner?
A. Email-to-Case
B. Outbound Message
C. Before Save Flow
D. After Save Flow
Explanation:
Why it’s correct:
You need to email the Case Owner when certain fields are updated. That’s record-change automation plus an email action. A record-triggered Flow that runs after save can evaluate which fields changed and then send an email (via the Flow Send Email core action or an Email Alert). “After save” is required because email actions are supported after the record is committed.
Why the other options are not correct
A. Email-to-Case – Creates Cases from inbound emails; it’s not a notification mechanism for field updates.
B. Outbound Message – Sends a SOAP message to an external endpoint, not an email to a user.
C. Before Save Flow – Optimized for fast field updates only; it can’t send emails or perform actions that require the record to exist in the database. Use after-save for emails.
Exam tip
Remember: Before-save = fast field updates; After-save = actions (send email, create related records, etc.). If the requirement includes sending an email on a record change, pick After Save Flow.
References:
Record-Triggered Flow (After Save): trigger after record is saved.
Flow Core Action – Send Email: send emails from Flow; use templates if desired.
Before-Save updates: limited to updating fields on the triggering record.
Outbound Message (what it does): posts to external endpoints, not email.
Email-to-Case (purpose): turns emails into Cases, not notifications.
An auto-response rule sends en email using Template when the field Case Source Is
'email' and Template when Case Source is blank. A Process Builder updates Case Source
to 'email' when a case is created using Email-to-Case and to web' when a case Is created
using Web-to-Case. Otherwise, Case Source Is blank.
What will occur when a case is created from an Incoming email?
A. Case Source updates to 'email' and an email is sent out using Template2.
B. An email is sent out using Template and then Case Source updates to email'.
C. An email la sent out using Template and then Case Source updates to 'email'.
D. Case Source updates to email and an email Is sent out using Template1.
Explanation:
This question tests your understanding of the Order of Execution. The key is to determine the sequence of events when a Case is created via an incoming email.
Here is the step-by-step logic:
Case Creation:
A new Case is created via an incoming email. At the moment of creation, the Case Source field is blank.
Process Builder Fires:
The Process Builder is triggered immediately upon record creation. It evaluates the criteria:
If Case is created using Email-to-Case... -> This condition is met.
The Process Builder then performs an immediate update to set the Case Source field to 'email'.
Auto-Response Rule Evaluates:
After the Process Builder has finished its update, the system evaluates auto-response rules. At this point, the Case record in the database already has Case Source = 'email' due to the Process Builder's action.
Rule Criteria Check: The auto-response rule checks its criteria:
Criteria 1: Case Source = 'email' -> This condition is now MET. It is associated with Template1.
Criteria 2: Case Source is blank -> This condition is NOT MET.
Result:
Since the first criterion is met (Case Source = 'email'), the auto-response rule sends an email using Template1.
Let's analyze why the other options are incorrect:
B. An email is sent out using Template and then Case Source updates to 'email'.
This is incorrect because it reverses the order. The Process Builder (which updates the field) runs before the auto-response rules are evaluated.
C. An email is sent out using Template and then Case Source updates to 'email'.
This is the same as option B and is incorrect for the same reason. It also vaguely references "Template" without specifying which one.
D. Case Source updates to 'email' and an email is sent out using Template1.
This is the correct sequence of events. The field updates first, then the email is sent using the template for the updated field value (Template1).
Key Concept:
This question tests the critical concept of the Salesforce Order of Execution. When a record is saved, automation tools run in a specific sequence. A key takeaway is that Process Builder and workflow rules execute their immediate actions before assignment rules, auto-response rules, and escalation rules are evaluated.
Reference:
Salesforce Help: Order of Execution
Specifically, note that steps 6-7 involve workflow rules and processes (which update the record), and step 9 involves assignment rules, auto-response rules, etc.
Northen trail Outfitters (NTO) wants to change the current master-detail relationship
between Shipments and Opportunity to a lookup relationship. The system administrator has
made the necessary changes in a full sandbox and has successfully tested them against
NTO’s data.
Now that the changes are ready to implement in production, what should the system
administrator do next?
A. Make the changes directly in the production org.
B. Create an Unmanaged Package to distribute to production.
C. Use Data Loader to export the changes to the production org.
D. Add the components to an outbound change set and deploy it to production.
Explanation:
To implement changes like modifying a master-detail relationship to a lookup relationship from a sandbox to a production org, Salesforce best practices recommend using a structured deployment process to ensure changes are tracked, tested, and applied safely. Here's a step-by-step breakdown:
Why Change Sets?
Change sets are Salesforce's native deployment tool for moving metadata (like object relationships, fields, and configurations) between orgs, such as from a full sandbox to production. They provide a controlled, auditable way to deploy changes, ensuring that only tested components are moved. In this scenario, the system administrator has already tested the change (converting the master-detail to a lookup relationship) in a full sandbox, so using an outbound change set is the appropriate next step to deploy this metadata change to production.
Why Not the Other Options?
A. Make the changes directly in the production org.
Making changes directly in production is risky and against Salesforce best practices. It bypasses testing, version control, and governance processes, potentially introducing errors or data inconsistencies, especially for significant changes like altering object relationships. This could also violate NTO’s change management policies.
B. Create an Unmanaged Package to distribute to production.
Unmanaged packages are typically used for sharing templates or apps with other orgs, not for deploying configuration changes within the same org ecosystem (e.g., from sandbox to production). They don’t provide the same level of control or dependency tracking as change sets and are not suitable for this use case.
C. Use Data Loader to export the changes to the production org.
Data Loader is designed for importing/exporting data (records), not metadata like object relationships. Changing a master-detail to a lookup relationship is a metadata change, not a data migration, so Data Loader is irrelevant here.
Process for Change Sets:
The administrator should create an outbound change set in the sandbox, including the modified object relationship (Shipment and Opportunity objects with the new lookup field).
Upload the change set to the production org.
In production, validate and deploy the inbound change set, ensuring all dependencies (e.g., fields, page layouts, or workflows referencing the relationship) are included and properly tested.
Note: When changing a master-detail to a lookup, the administrator must ensure no roll-up summary fields, sharing rules, or other dependencies rely on the master-detail relationship, as these could block the deployment or require additional configuration.
Additional Considerations:
Ensure the sandbox and production orgs are aligned in terms of metadata and data dependencies.
Validate the change set in production before final deployment to catch any issues.
Document the change for audit purposes and communicate with stakeholders, as altering relationships can impact reports, dashboards, or automation.
References:
Salesforce Help: Change Sets Best Practices
Explains how to use change sets for deploying metadata changes between orgs.
Salesforce Trailhead: Application Lifecycle and Development Models
Covers deployment strategies, including change sets for sandbox-to-production workflows.
Salesforce Help: Considerations for Relationships
Details considerations for changing master-detail to lookup relationships, including dependencies.
A sales rep needs to help cross-sell an opportunity but is unable to make updates on the
record or update the opportunity team.
Which two options would be required for a sales rep to add a rep to the opportunity team?
Choose 2 answers
A. Transferred ownership of the Opportunity to the sales rep
B. A permission with Edit access on the Account object
C. A role above the Opportunity owner in the role hierarchy
D. Transferred ownership of the Account to the sales rep
C. A role above the Opportunity owner in the role hierarchy
Explanation:
Why these are correct:
To add members to an Opportunity Team, a user must (1) have Edit on Opportunity, and (2) be either the Opportunity owner or above the owner in the role hierarchy (or otherwise have Full Access). If a sales rep can’t update the record or its team, giving them the Opportunity ownership (A) will satisfy the “owner” requirement; alternatively, placing them above the owner in the role hierarchy (C) grants the necessary control to manage team members.
Why the other options are not correct
B. Edit on the Account object – Account permissions don’t control the ability to add Opportunity Team members. What matters is Opportunity edit access and ownership/role position for that specific Opportunity.
D. Transfer Account ownership – Changing who owns the Account doesn’t grant authority to manage the Opportunity Team. Team management rights are tied to the Opportunity (owner/role hierarchy), not the Account owner.
Exam tip
Remember the rule of thumb: Owner (or above owner in role hierarchy) + Edit on Opportunity = can add/update Opportunity Team. If a rep can’t add a teammate, fix Opportunity ownership/role position (not Account) and ensure they have Edit on Opportunity.
References
Salesforce Help: Add Teams to Your Opportunities — requirements include Read on Users, Edit on Opportunities, and being the Opportunity owner or above the owner in the role hierarchy.
Trailblazer Community (confirmed behavior): Adding Opportunity Team members requires owner or above-owner role position + appropriate permissions.
Salesforce Stack Exchange (consistent guidance): Only the opportunity owner or users above the owner in the role hierarchy can add/edit/delete Opportunity Team members.
After setting up field history tracking on the Account object, the administrator for AW
Computing wants to retrieve the field history data for analysis.
how should the administrator acquire this data?
A. Create a report of Accounts and export it to Excel.
B. Query and export the Account History object using Data Loader.
C. Use the Data export service in setup.
D. Create a list view of Account History and print using the Printable View action.
Explanation:
Field History Tracking stores all changes to the tracked fields in a separate, dedicated object. For the standard Account object, this history is stored in the Account History object (API Name: AccountHistory).
Dedicated History Object:
Every standard object with history tracking enabled has a corresponding history object (e.g., AccountHistory, OpportunityHistory, CaseHistory).
Accessing History Data:
To retrieve the raw, comprehensive data from the history object for analysis (especially large volumes), the administrator must use an API-based tool like Data Loader to perform a query and export.
Data Loader Process:
The administrator would log into Data Loader, select Export (or Export All to include soft-deleted records), choose the Account History object, define the fields they want (like CreatedDate, Field, OldValue, NewValue, and AccountId), and run the export to get a CSV file for analysis.
Why the Other Options are Incorrect
A. Create a report of Accounts and export it to Excel:
A standard report on the Account object itself only shows the current state of the records. While you can create a report using the built-in Account History report type, this report type has limitations (e.g., typically a 2000-row limit on export of a formatted report, and it only shows history up to the last 18-24 months in the standard history table). Data Loader is the robust tool needed for a full data export for analysis.
C. Use the Data export service in Setup:
The Data Export service (Weekly/Monthly export) does include the history objects in the zip file (EntityHistory.csv or specific history object files like AccountHistory.csv), making it a viable option. However, Data Loader is a more direct and immediate way to query and retrieve only the specific history object data without waiting for a scheduled export or downloading a large zip file that contains all org data. Data Loader is generally considered the primary tool for targeted large-scale data manipulation (including exports for analysis) by administrators.
D. Create a list view of Account History and print using the Printable View action:
You cannot create a standard list view of the history objects like AccountHistory. The history is displayed in the History related list on the Account record page. Using "Printable View" on a list view is a basic feature not suitable for retrieving large amounts of structured data for detailed analysis.
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