Free Practice Questions for Salesforce Plat-Admn-301 Exam

A forecast is a projection of how much revenue or quantity you can generate from your sales pipeline for a given period of time. A forecast can be either revenue-based or quantity-based, depending on what you want to measure and track. A revenue-based forecast shows the amount of money expected from closed sales, while a quantity-based forecast shows the number of units expected from closed sales. You can choose the forecast type that best suits your business needs and goals when you set up Collaborative Forecasts in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.forecasts3_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_forecast_types.htm &type=5

Three recommendations that the administrator can make to reduce the file size of full data exports are:

Reduce the amount of objects per export. By selecting only the objects that are necessary for the backup and excluding the ones that are not, you can reduce the number of files and records that are exported and decrease the file size.

Deselect ‘Include images, documents, and attachments’ in the export. By unchecking this option, you can exclude the files that are stored in Salesforce as images, documents, or attachments from the export. These files can take up a lot of space and increase the file size significantly.

Keep deleted record counts to a minimum. By emptying the recycle bin regularly or using hard delete options, you can reduce the number of deleted records that are included in the export. Deleted records are still counted as part of the export limit and can increase the file size.

The other two options are incorrect because:

Requesting a backup file every 5 days does not reduce the file size of each export. It only increases the frequency of exports and may cause more storage issues.

Unselecting the recycle bin in the object export option does not reduce the file size of full data exports. It only applies to individual object exports and not to weekly or monthly exports.

REGEX is a function that allows administrators to check whether a text value matches a regular expression pattern. Regular expressions are a way to define complex patterns of characters using symbols and operators. REGEX can be used to enforce consistent formatting for a field value by specifying the required length, characters, and separators.

To review the performance of a Lightning record page, administrators can utilize two key tools:

Lightning Usage App:

The Lightning Usage App provides insights into user engagement and performance metrics for Lightning Experience.

Within this app, administrators can view specific metrics related to page load times and other performance factors.

This is a helpful resource for tracking usage and identifying potential issues with page speed or performance across the org.

Analyze Button:

The Analyze button is available within the Lightning App Builder when editing a Lightning record page.

By clicking this button, administrators can run a performance analysis on the page layout, which provides specific recommendations for optimizing page load times and improving overall user experience.

The tool evaluates components, their configuration, and potential sources of delay, giving direct feedback on areas to improve.

These two options directly provide performance analysis capabilities for Lightning record pages. The other options listed do not offer direct access to page performance metrics:

Activation Button is used for setting page visibility rules and activating a page, not for performance analysis.

Pages Menu helps in navigating and managing pages but does not provide performance metrics.

Using both the Lightning Usage App and the Analyze button allows administrators to comprehensively review and optimize Lightning page performance for improved user experience.

Building a process that updates the record type field to B2C Customer after conversion will correct this issue. The conversion layout for person accounts does not allow selecting different record types for accounts and contacts. The default record type for person accounts is determined by the organization-wide default settings. However, a process can be triggered after conversion to update the record type field based on the lead record type or other criteria. References: https://help.salesforce.com/s/articleView?id=sf.convert_leads_considerations.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.convert_leads_mapping.htm &type=5

Debug Log is a tool that captures information about database operations, system processes, and errors that occur when executing a transaction or running a unit test. Debug Log can help troubleshoot issues related to triggers, workflows, validation rules, or other custom logic by showing the order of execution and the values of variables and expressions

A high assurance session is a type of session security level that requires users to verify their identity using a second factor of authentication, such as Salesforce Authenticator, a verification code, or a security key. Administrators can configure certain actions or permissions to require a high assurance session, such as exporting reports, viewing encrypted data, or accessing connected apps.

If users are able to run reports but are taken to a login screen and prompted for additional verification when they try to export a report, it could be because exporting is configured to require a high assurance session. This means that users need to use a second factor of authentication to export reports, even if they have already logged in with their username and password. References: https://help.salesforce.com/s/articleView?id=sf.identity_verification.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.security_sessions.htm &type=5

A record type allows administrators to offer different business processes, picklist values, and page layouts to different users based on their profiles. By creating a record type for the type of property (single-family home or condo), DreamHouse Realty can assign different page layouts to each record type that display only relevant fields for each property type. The record type can also determine which sales process and path are available for each opportunity. References: https://help.salesforce.com/s/articleView?id=sf.customize_recordtype.htm &type=5

To ensure that sales reps’ managers can view records containing customer’s credit information but their colleagues cannot, NTO should grant access using hierarchies via the sharing settings. This option allows users above another user in the role hierarchy to have access to records owned by or shared with users below them in the hierarchy. References: https://help.salesforce.com/s/articleView?id=sf.admin_sharing.htm &type=5