50 Salesforce Certified Platform Administrator Practice Questions: Question Bank 2025

An administrator needs to allow users to log in from any location, but require a verification step when they log in from a new browser or device. Which feature should be enabled?

A sales manager wants a custom Lightning record page for the Opportunity object that shows different components for Sales reps versus Sales managers. What is the recommended approach?

A user reports they can see a dashboard but cannot view the underlying report data. What is the most likely cause?

Support agents need to track customer issues and related communications. Which standard object is designed for this purpose?

Marketing wants to ensure all new Leads are assigned to the correct queue based on Lead Country, and they want this to happen automatically at creation. What should the administrator configure?

A team wants to standardize the information users enter when logging calls and sending emails, and they also want reports on those interactions. Which Salesforce capability best supports this?

An administrator needs to ensure that when an Opportunity is marked Closed Won, a related field on the Account is updated to reflect the date of the latest win. The update should occur automatically and be maintainable by admins. Which tool is most appropriate?

Users complain that when they create a new Contact, they are not prompted to select a record type even though multiple Contact record types exist. What is the most likely reason?

A company needs to load 200,000 Account records from a CSV file and also wants the ability to schedule the load during off-hours. Which tool should the administrator use?

An admin builds a record-triggered flow on Case to send an email when Priority changes to High. Users report they sometimes receive multiple emails for a single update. Which change is most likely to prevent duplicate emails while keeping the automation declarative?

An admin wants users to see only the Salesforce apps and tabs that are relevant to their job functions in Lightning Experience. Which feature should the admin use to control this per group of users?

A sales manager wants a dashboard that shows each rep only their own pipeline when they view it, without creating separate dashboards per rep. What should the admin configure?

A support team wants agents to log calls and emails related to a case directly from the case record. Which standard Salesforce capability supports this requirement?

A company has a custom object with several fields that should appear only for users in a specific department. The admin wants to avoid creating many profiles. What should the admin use?

A marketing user wants to send an email to a list of Leads and have Salesforce automatically log the email activity on each Lead record. Which feature should the admin recommend?

Users report they cannot see a newly added custom field on the Opportunity page, even though it exists. The admin confirms the field is on the page layout. What is the most likely cause?

A team wants a guided process on a custom object that prompts users for inputs and updates multiple fields across related records, with minimal code. What should the admin use?

An admin needs to ensure that when a Case is created with Priority = High, it is automatically assigned to the 'Tier 2' queue. What is the best declarative solution?

A company wants to automatically restrict which users can see certain records of a custom object based on the value of a field (e.g., Region) without writing code. The object’s OWD is Private. What should the admin implement?

An admin built a record-triggered flow to update related records when an Opportunity is changed. Users report hitting 'Too many SOQL queries' errors intermittently during bulk updates via Data Loader. What is the best practice to address this in Flow?

A sales rep reports that when creating a new Lead, the "Industry" field is sometimes required and sometimes not. The admin confirms the field is not set as required at the field level. What is the most likely explanation?

An admin needs to ensure a group of users can access Salesforce from approved IP ranges only, while other users can log in from anywhere. Which solution should the admin use?

A support manager wants to make sure agents can quickly insert standard troubleshooting steps into Cases and emails. Which Salesforce feature best meets this requirement?

An admin built a report for Opportunities but users complain they can’t see several important fields in the report builder. The fields exist on the Opportunity object. What should the admin check first?

A company wants all Opportunities over $100,000 to require a VP approval before the stage can be changed to Closed Won. The approval should route to the Opportunity Owner’s manager. What should the admin configure?

Users in Sales complain they see too many unrelated tabs and items in the navigation bar. The company wants Sales users to have a streamlined experience without affecting Service users. What should the admin do?

A user can see an Account record but cannot see the related Contacts for that Account. The org-wide default (OWD) for Contacts is Private. What is the most likely reason?

A company wants to allow users to relate a single Contact to multiple Accounts (for example, a consultant who works with several customers). What must the admin enable and configure?

An admin created a record-triggered Flow on Case that updates the Case Owner based on criteria. After activation, users report some Cases fail to save with an error about "Maximum trigger depth exceeded". What is the most likely cause and best fix?

An admin needs to provide a dashboard to executives that shows: total pipeline by quarter, closed-won revenue by month, and cases by priority. Executives should see results for all records, regardless of their own access. What should the admin configure?

Users report they cannot see the Salesforce panel in Outlook to log emails. The admin confirms Einstein Activity Capture is not in use. What is the most likely requirement that is missing?

A sales manager wants Opportunity stages to show different picklist values depending on the opportunity's record type (New Business vs. Renewal). Which configuration supports this requirement?

An admin needs to create a new app for a team so they can quickly access the objects and tabs they use most. Where should the admin configure the app’s navigation items (tabs) for Lightning Experience?

A support team wants a single view of open Cases grouped by priority and visible to all support agents without changing record ownership. What should the admin create?

An admin created a custom Report Type for Accounts with Contacts. Users can build reports but complain they cannot add fields from Contacts. What is the most likely cause?

An admin builds a record-triggered flow on Case to set a field when Priority changes. It works for new Cases but not when users edit existing Cases. Which flow configuration should the admin check first?

A team wants a custom Lightning record page for the Opportunity object that shows different components for a specific record type. What is the recommended way to accomplish this?

A company uses queues for Cases. Users complain they sometimes cannot take ownership of a Case from the queue even though they are members of the queue. What should the admin verify?

An org imports a CSV of Leads and wants to prevent duplicate Leads from being created during import. The company defines duplicates as having the same Email and Company. What is the best solution using standard features?

A company has a custom object with a private OWD. They need users in a specific department to see all records, regardless of ownership, but they must NOT gain access to records in other departments. Which approach best meets the requirement with least privilege?

An admin wants users to add and update related Contacts directly from an Account record without navigating away. Which feature should the admin use?

Customer support wants emails sent to a shared address to automatically create Cases. The email body should be stored on the Case, and attachments should be included. What should the admin configure?

An admin needs to quickly find out which users have a specific permission set assigned. Where should the admin look?

An admin added a custom field to the Opportunity object. Users report they can see the field on the page but cannot see it in reports. What is the most likely cause?

Sales management wants an approval process for discounts on Opportunities. If the discount is greater than 25%, the request should go to the Opportunity owner's manager. Otherwise, it should be auto-approved. Which approval process feature supports this requirement?

An admin must ensure that only one "Primary" Contact is marked per Account. Users should receive an error if they try to mark a second Primary Contact for the same Account. What should the admin implement?

A team needs a way to collaborate on large Accounts, share updates, and keep discussions tied to the record. They also want the conversation visible only to internal users with access to the Account. What should the admin recommend?

Marketing wants to track which Campaign influenced an Opportunity. Sales reps should be able to add Campaigns and indicate which one is the Primary Campaign Source. Where should the admin configure this relationship?

Users report they cannot see a custom tab for a new custom object in the Sales app, even though the object exists and they have object permissions. What should the admin check first?

A company uses Person Accounts and needs to prevent customer service agents from editing the Email field for VIP customers, but managers must still be able to edit it. VIP is indicated by a checkbox on the Account. Which approach best meets this requirement declaratively?