Salesforce Certified Platform Administrator Practice Exam 2025: Latest Questions

A new user cannot see the "Leads" tab in the Sales app, but they can access the Lead object from global search results. What is the most likely reason?

An admin needs to ensure that new users can log in and access standard objects, but should not be able to export reports. Which setting best controls this requirement?

Support agents need to quickly add internal notes that are visible to other agents but not to customers. Which feature should an admin recommend?

A sales manager wants Opportunity stages to follow a consistent process across the company. Which standard Salesforce feature supports this best?

Users report they can see Account records but cannot see a related list of Contacts on the Account page, even though Contacts exist. What is the most likely cause?

An admin needs to automatically notify a manager when a Case has been in "Waiting on Customer" status for more than 3 days. Which automation tool is the best fit?

A team needs a report that shows total Opportunity Amount by Account Industry and Close Month. Which approach should an admin use?

An admin wants users to see different sets of fields on the Opportunity page depending on the sales process (New Business vs. Renewal). The solution must also support different picklist values for Stage. What should the admin configure?

A company uses a private sharing model for Opportunities. Sales reps should be able to share a specific Opportunity with a partner user on a case-by-case basis without changing ownership. What is the best solution?

After an admin activates a new validation rule on Case, users report they can no longer save updates to existing Cases even when they don’t change the validated field. The validation rule checks a field that is blank on older records. What is the best way to prevent blocking updates to legacy records while still enforcing the rule going forward?

Users report they are missing Salesforce password reset emails, but other automated emails are delivered. An administrator confirms the correct email addresses are on the User records. What should the administrator check first?

A sales manager wants an easy way to see a summary of Open Opportunities grouped by Stage directly on the Account record page. What should the administrator add?

A support agent is working a Case and wants to quickly see other Cases from the same customer without leaving the record. Which standard feature supports this requirement?

Marketing wants to track which campaign influenced an Opportunity. Sales users should be able to associate Opportunities with Campaigns and report on campaign influence. What should the administrator enable or configure?

An administrator created a new custom field on the Case object. Some users can see the field, but others cannot, even though they have access to the Case record. What is the most likely cause?

A team wants a standardized way for users to log a call and update key fields on an Opportunity in one guided experience from the record page. Which solution best fits without code?

An administrator needs to prevent duplicate Lead creation based on Email. Users should be warned during entry and also blocked from saving clear duplicates when possible. What should the administrator use?

A company wants a process that, when a Case is created with Priority = High, automatically assigns it to the 'Escalations' queue and sends an email notification to that queue. The requirement is simple and should be maintainable by admins. What should the administrator implement?

An administrator must ensure only users in the "Finance" role can view and edit the Amount field on Opportunities, while all other users can still view and edit Opportunities. Which approach best meets the requirement?

A report should show each Account with the total number of related Cases and the date of the most recently created Case. The business wants this information visible on the Account record and usable in reports without complex report types. What should the administrator do?

A support team wants to ensure that customers can only see Knowledge articles that are relevant to their product line. Articles are tagged by data category values (for example, "Hardware" and "Software"). What should the administrator configure to control which articles are visible to different groups of users?

Users report that when converting leads, they sometimes create duplicate Accounts because an existing Account already exists with a slightly different name. What configuration helps reduce these duplicates during lead conversion without requiring users to manually search every time?

A sales manager wants a dashboard that shows each rep’s pipeline and allows the manager to "view dashboard as" different sales reps for coaching. The manager should not gain additional record access beyond what each rep has. Which feature should the administrator use?

An administrator is building a Screen Flow for service agents. The flow includes a step that should only appear when the Case Priority is "High" and the user selected "Escalate" earlier in the flow. What is the recommended way to control whether that screen component is displayed?

A company wants to ensure users can only log in from corporate IP ranges, but executives sometimes need access while traveling. The security team wants traveling access to require a second factor rather than blocking entirely. What should the administrator implement?