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Salesforce Plat-Admn-201試験勉強書: Salesforce Certified Platform Administrator - ShikenPASS製品は短時間で試験の準備をします

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Salesforce Plat-Admn-201 認定試験の出題範囲：

トピック
出題範囲

トピック 1

Agentforce AI: This domain introduces AI-powered agents in Salesforce, covering use cases, configuration in Agent Builder, security considerations, and troubleshooting agent permissions.

トピック 2

Productivity and Collaboration: This domain addresses activity management, Chatter collaboration, Salesforce mobile app customization, and AppExchange applications including managed and unmanaged packages.

トピック 3

Configuration and Setup: This domain covers foundational administrative tasks including company settings, user interface configuration, user management with licenses and access controls, and implementing security measures through login restrictions and the Salesforce sharing model.

トピック 4

Data and Analytics Management: This domain focuses on data operations including importing, exporting, and backing up data, maintaining data quality through validation rules, and creating reports and dashboards while understanding sharing model impacts.

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Salesforce Certified Platform Administrator 認定 Plat-Admn-201 試験問題 (Q147-Q152):

質問 # 147
At Cloud Kicks, when a rep needs to seek additional support help, there's a series of actions the company wants to ensure are taken. The steps include sending an email and changing the status and owner of the case. What should a Platform Administrator use to give the reps an easy way to make these updates?

A. Macros with Quick Actions
B. Quick Text with Email Templates
C. Autolaunched Flows with Email Alerts
D. Case Assignment Rules

正解：A

解説：
To provide reps with an "easy way" to perform a repetitive sequence of manual tasks, Macros are the ideal solution. A Macro allows a user to perform multiple steps-such as changing a Case Status, reassigning the Case Owner, and sending a pre-written email-with a single click. When combined with Quick Actions, Macros can navigate the user interface, populate fields, and submit changes automatically. This significantly reduces manual data entry and ensures that the company's required support process is followed consistently. Case Assignment Rules (Option A) and Autolaunched Flows (Option D) are fully automated and trigger on save, which might not be appropriate if the rep needs to decide when to trigger the support request. Quick Text (Option C) only assists with typing but does not automate field changes or ownership transfers.

質問 # 148
A sales manager at DreamHouse Realty wants sales users to have a quick way to view and update the opportunities in their pipeline expected to close in the next 90 days. What should a Platform Administrator do to accomplish this request?

A. Create a custom report and schedule the sales users to receive it each day as a reminder to update their opportunities.
B. Make a new Sales dashboard and add a component that shows all opportunities that meet the criteria.
C. Create a list view on the Opportunity object and recommend users switch the view to Kanban to edit by drag and drop.
D. Enable Sales Console and show users how to open a tab for each opportunity in the pipeline that meets the requirements.

正解：C

解説：
To provide both a "quick view" and a way to "update" records efficiently, a List View combined with the Kanban view is the most effective solution. The Platform Administrator can create a public list view with the filter "Close Date equals NEXT 90 DAYS." By switching this list view to the Kanban display, sales reps can see their deals organized by stage. The Kanban view allows for rapid updates via drag-and-drop, which automatically changes the Stage field, and provides side-panel editing for other key fields. While reports (Option A) and dashboards (Option B) are good for visualization, they are not optimized for the rapid, bulk record updates the manager is requesting. The Kanban view is a native productivity feature designed specifically to streamline pipeline management for sales users.

質問 # 149
A Platform Administrator assigned a custom profile based on the Minimum Access named Salesforce profile to a group of new users and assigned them several existing permission sets. However, when the users log in, they do not see the Lightning interface. Which action should the administrator take to give the users access to the Lightning interface?

A. Create a page in Lightning App Builder with the org as default.
B. Assign a permission to enable Lightning Experience User.
C. Enable the Enhanced Interface for User Access Policies.
D. Add Lightning component to a layout.

正解：B

解説：
The "Minimum Access - Salesforce" profile is a very restrictive standard profile designed to provide no access by default, adhering to the principle of least privilege. One of the specific permissions that is not included in this profile is the Lightning Experience User permission. Without this system permission, users will be defaulted to the Salesforce Classic interface (or potentially blocked from any UI if no other access is granted). To resolve this, the Platform Administrator should either edit the custom profile or, preferably, create a Permission Set that includes the "Lightning Experience User" checkbox and assign it to the affected users. This "unlocks" the modern Lightning interface for them. Options B and C relate to the design of specific pages, but they are irrelevant if the user isn't even allowed to enter the Lightning environment. Option A refers to a different feature set entirely and does not address basic UI access.

質問 # 150
Cloud Kicks has three teams of customer service reps that use a custom field on the Case object to populate the team assigned to manage the tickets. The customer support manager would like a Custom Dashboard to show data specific to each team. What should a Platform Administrator do to meet this requirement? 55

A. Create a Dashboard that uses Dashboard filters to show specific team data.
B. Add Cross Filters to switch between the three customer service teams.
C. Create separate Dashboards for each Customer Support team.
D. Create a Dashboard with widgets specific to each team.

正解：A

解説：
To avoid the administrative burden of creating and maintaining multiple identical dashboards for different teams, a Platform Administrator should use Dashboard Filters. By adding a filter based on the "Team Assigned" custom field, the administrator can create a single dashboard that the manager can toggle between "Team A," "Team B," and "Team C". Each time a filter value is selected, all components on the dashboard that use that field (or a mapped equivalent) will automatically refresh to show the data relevant only to that team. Creating separate dashboards (Option A) is inefficient and leads to "dashboard sprawl". Adding specific widgets for every team on one dashboard (Option B) would result in a cluttered and confusing interface61. Cross Filters (Option D) are a reporting feature used to filter records based on their relationship to other objects, not a dashboard-level viewing tool.

質問 # 151
Marketing users at Cloud Kicks have been completing the Lead Source field inconsistently, with values like Web, Website, and Online. To ensure data quality, a Platform Administrator needs to standardize these records. Which Flow should the administrator use to clean up these inconsistent Lead Source values?

A. Schedule-triggered flow
B. Segment triggered flow
C. Screen flow
D. Record triggered flow

正解：A

解説：
When an administrator needs to perform a "cleanup" of existing data in bulk, a Schedule-triggered flow is the most efficient choice. This type of flow can be configured to run once (or on a recurring schedule) and process all Lead records that meet the "inconsistent" criteria (e.g., Lead Source equals 'Website' or 'Online')46. The flow can then automatically update those records to the standard "Web" value. A Record-triggered flow (Option B) only works on records as they are being created or updated, so it would not fix historical data unless every record was manually touched Screen flows (Option D) require manual user interaction for each record. 53Segment-triggered flows (Option A) are used in Data Cloud marketing conte54xts rather than standard core record cleanup.

質問 # 152
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