Salesforce-Platform-Administrator Practice Test

Salesforce Spring 25 Release -
Updated On 10-Nov-2025

249 Questions

The VP of sales at Cloud Kicks is receiving an error message that prevents them from saving an opportunity. The administrator attempted the same edit without receiving an error. How can the administrator validate the error the user is receiving?

A. Review the sharing model.

B. View the setup audit trail.

C. Edit the page layout.

D. Log in as the user.

D.   Log in as the user.

Explanation:

Logging in as the user is the most direct and effective troubleshooting method in this scenario. Because the administrator performed the same edit without encountering an error, the issue is almost certainly related to the VP of Sales' specific permissions, profile settings, role in the hierarchy, or data access limitations.
By using the "Log in as" feature (which must be enabled in Setup), the administrator experiences the Salesforce environment exactly as the VP of Sales does, with the exact same access rights and limitations.
This allows the administrator to replicate the error firsthand, see the precise error message the user is receiving, and determine the root cause, such as a validation rule that exempts administrators but not managers, field-level security constraints, or a sharing setting issue.

Why other options are incorrect
A. Review the sharing model: While the sharing model might be the source of the problem, simply reviewing the configuration is less effective than directly experiencing the error in context. Logging in as the user provides the symptoms which then guide the review of the sharing model configuration.

B. View the setup audit trail: The setup audit trail tracks administrative configuration changes (e.g., who created a field, changed a profile setting). It does not track user errors or runtime issues related to data entry or permissions.

C. Edit the page layout: Editing the page layout would change the interface the user sees, but it wouldn't diagnose the existing error or replicate the issue the user is currently facing. The issue is likely a permission or validation constraint, not a layout problem.

Cloud Kicks generates leads for its different product categories (shoes, apparel, and accessories) through many different sources. While some lead sources are used for all three categories, other lead sources are specific to a single category. The VP of marketing requests that only the proper lead sources be displayed based on the product category chosen. How should the administrator configure Salesforce to meet this requirement?

A. Create a page layout for each category and filter the Lead Source field based on category.

B. Create a dependency between the Product Category field and Lead Source field.

C. Create business processes and record types for each of the three product categories.

D. Create a single business process, then create record types for each product category.

B.   Create a dependency between the Product Category field and Lead Source field.

Explanation:

✅ Correct Answer Detail
B. Create a dependency between the Product Category field and Lead Source field.
Functionality: This feature, called a Dependent Picklist, links two picklist fields together:
Controlling Field: Product Category (This field determines the available options).
Dependent Field: Lead Source (The values in this picklist are filtered based on the selection in the Controlling Field).
The Solution: The administrator would configure the dependency by mapping which Lead Source values are visible for each of the Product Category values (Shoes, Apparel, Accessories). This ensures that when a user selects "Shoes," they only see the relevant, specific, and common Lead Sources for that category, fulfilling the VP of Marketing's requirement.

❌ Incorrect Answers Detail
A. Create a page layout for each category and filter the Lead Source field based on category.
Page Layouts control the visibility of fields and sections, but they cannot filter the available picklist values within a single field. That capability is exclusive to Dependent Picklists and Record Types.

C. Create business processes and record types for each of the three product categories.
Record Types can limit picklist values, but they are typically used for fields that control the lifecycle of a record (like Lead Status or Opportunity Stage). While you could create three Record Types to limit the Lead Source picklist, this is an over-configuration compared to a simple picklist dependency. A dependency is designed for quick, visual filtering on the same screen, often regardless of the record type.

D. Create a single business process, then create record types for each product category.
As with option C, this uses the Record Type to filter values. Using a simple Dependent Picklist is the most direct, declarative, and least invasive way to filter one picklist's values based on the value of another field on the same record.

Reference:
Salesforce Help: Dependent Picklists: This documentation confirms that this feature is the dedicated, low-code solution for filtering the values of one picklist field based on the value of another field.

Sales and Customer Care at Ursa Major Solar need to see different fields on the Case related list from the Account record. Sales users want to see Case created date and status while Customer Care would like to see owner, status, and contact. What should the administrator use to achieve this?

A. Related Lookup Filters

B. Compact Layout Editor

C. Page Layout editor

D. Search Layout Editor

C.   Page Layout editor

Explanation:

The requirement is to control which columns (fields) are displayed in a related list on a record page for different sets of users. This configuration is performed using the Page Layout Editor.

Let's break down each option:

C. Page Layout editor
Correct. The administrator can create two different Account Page Layouts—one for Sales users and one for Customer Care users. On each layout, the administrator can customize the Cases related list. They can add, remove, and reorder the columns to show the specific fields each team needs (Created Date and Status for Sales; Owner, Status, and Contact for Customer Care). By assigning these different page layouts to the respective user profiles, each team will see the tailored related list.

A. Related Lookup Filters
Incorrect. Related Lookup Filters are used to filter which related records appear in the list (e.g., only show Cases where Status is "New"). They do not control which fields/columns are displayed for those records.

B. Compact Layout Editor
Incorrect. Compact Layouts control the fields that appear in the hover panel (or "pop-up") when you click a record name, such as in search results or a lookup dialog. They do not control the columns in a related list on a record page.

D. Search Layout Editor
Incorrect. Search Layouts determine which fields are displayed in the search results list for an object. They do not affect the columns shown in a related list on a record page.

Summary:
The columns displayed in a related list are a property of the Page Layout. To show different fields to different users, you must create different page layouts and assign them via profiles or permission sets.

Reference:
Salesforce Help: "Customize Related Lists Using the Page Layout Editor"
This documentation explains the process of modifying related list columns directly on a page layout, which is the solution for this requirement.

Support reps at Cloud Kicks (CK) are reporting that when they try to close a case, the Closed option in the Case Status picklist is missing. CK has asked the administrator to find a solution. Why are the support reps unable to see the Closed option in the specified pic list?

A. The Case record type is missing Closed as a picklist value.

B. The Close Case page layout must be used to close a case.

C. The Show Closed Statuses m Case Status Field checkbox is set to the default.

D. The Support Process being used omits Closed as a status choice.

D.   The Support Process being used omits Closed as a status choice.

Explanation:

In Salesforce, Case Status is a picklist field that can vary by Support Process:

Support Process
Defines which Case Status values are available for a specific record type.
Each Support Process is assigned to one or more Case Record Types.
If the Closed status is not included in the support process for that record type, users won’t see it when updating the Case Status.

Other Options:
A. The Case record type is missing Closed as a picklist value
This is partially correct, but record types use the Support Process to define available statuses.
The issue is not with the record type directly, but with the Support Process associated with it.

B. The Close Case page layout must be used
There is no special "Close Case" page layout. Closing a case depends on picklist values, not page layout.

C. The Show Closed Statuses checkbox
This checkbox controls whether closed cases appear in list views, not which statuses are available to users.

Summary:
The Closed option is missing because the Support Process assigned to the Case Record Type does not include "Closed" as a status.

Solution:
Edit the Support Process.
Add Closed to the list of allowed Case Status values.
Make sure it’s assigned to the correct Case Record Type.

Reference:
Salesforce Help: Customize Case Status Values
Trailhead: Customize Support Processes and Case Status

Universal Containers has two sales teams, Sales team A and Sales team B. Each team has their own role in the role hierarchy. Both roles are subordinates of the same Manager role. How Should the administrator share records owned by sales team A with Sales team B?

A. Hierarchical sharing

B. Use Manual sharing

C. Criteria based sharing

D. Owner based sharing

B.   Use Manual sharing


Explanation:

Why C Is Correct
Universal Containers has two peer teams (Sales A and Sales B) under the same manager.
They are not in each other’s role hierarchy branch, so hierarchical sharing does nothing.
The only native, automated, and scalable way to share all records owned by Sales Team A with Sales Team B (and vice versa) is Criteria-Based Sharing Rules.
Quick Setup (60 seconds):
Setup → Sharing Settings → Opportunity Sharing Rules → New
Rule Type: Criteria-based
Criteria: Owner.Role.Name equals "Sales Team A"
Share with: Role: Sales Team B
Access Level: Read Only or Read/Write
Save & repeat in reverse (Team B → Team A if needed)
Result:
Every record owned by any member of Sales Team A is automatically shared with all members of Sales Team B
Works for Opportunities, Cases, Custom Objects
Zero manual effort — new records auto-shared
Fully auditable and secure
This is Salesforce’s official pattern for peer-team sharing.

Why the Other Options Fail
Option A – Hierarchical sharing is completely useless here.
Both roles are siblings under the same Manager.
Role hierarchy only shares upward (to Manager), not sideways.
Team A records are never visible to Team B via hierarchy — classic exam trap.
Option B – Use Manual sharing is manual, unscalable, and error-prone.
Every rep would have to manually share every record — 1000s of clicks daily.
Missed shares = data silos.
Fails audits and automation requirements.
Option D – Owner based sharing is fake terminology.
There is no feature called “Owner based sharing” that shares by role name.
The real owner-based rule only shares with specific users or groups, not entire roles dynamically — and still requires manual setup per owner.

Salesforce Official Guidance
“Use criteria-based sharing rules to share records owned by one role with another role when teams are peers in the hierarchy.”
— Salesforce Help: Criteria-Based Sharing

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