50 Salesforce Certified Platform Administrator II Practice Questions: Question Bank 2025

A support manager wants to ensure that only the Case owner and their management chain can see internal investigation notes on a Case. Agents in other teams should not see these notes, even if they can see the Case. What is the best solution?

Sales leadership asks for a report that shows each Opportunity with its related Products and a subtotal per Opportunity, grouped by Account. Users also want to filter by Close Date and Opportunity Stage. Which report type best meets this requirement?

A marketing user imports a CSV file of Leads and reports that many records were created as duplicates, even though Duplicate Rules exist for Lead. What is the most likely explanation?

An administrator needs a way to quickly see who changed a specific field on an Account and what the previous value was. The org should retain this information for a period of time without building custom automation. Which feature should be used?

A service organization uses multiple channels (phone, email, web). Management wants Cases to be automatically routed to the correct team based on Case Origin and Product, and to balance work across agents. What is the recommended solution?

A team wants a guided, screen-based process that helps sales reps create an Opportunity, add multiple Products, and then create a follow-up Task—all in one guided experience from a Lightning page. Which tool should the administrator use?

An administrator is designing a custom object model for tracking equipment installed at customer sites. Each site can have many pieces of equipment, and each equipment record should be deleted automatically when its site is deleted. Reports must support roll-up summaries from equipment to site. What relationship should be used between Site__c and Equipment__c?

A sales operations team wants to ensure that when an Opportunity is marked Closed Won, a related Contract record is created automatically, but only if one does not already exist. The solution should be maintainable by admins and avoid code. What should be implemented?

An org uses Enterprise Territory Management. Leadership wants users to see forecast rollups by territory, but also needs consistent quota and pipeline reporting when users are assigned to multiple territories. Which approach best supports this requirement?

An admin needs to monitor configuration changes made in Setup (such as changes to page layouts, profiles, and automation) and identify who made them. Which tool should be used?

Sales management wants sales reps to see and edit all Opportunity records, but only see (not edit) the Amount field on Opportunities they don’t own. Opportunities are Private in the org-wide defaults. Which solution best meets the requirement?

A support manager wants to ensure agents cannot close a Case unless a Resolution field is populated and the Case has at least one related Case Comment. Which approach is the most appropriate?

An admin needs to troubleshoot a user complaint: “I used to see Account records from another region, but I can’t anymore.” The user’s profile and role have not changed. Which tool should the admin use first to identify why access changed?

Marketing wants to send a follow-up email when a Lead is converted, but only if the resulting Contact has an email address and the converted Account is of type “Customer”. What is the best solution?

A custom object “Project__c” has many “Project Task__c” records. Each task must inherit sharing from the Project, and when a Project is deleted, its tasks must be deleted automatically. Which relationship type should be used?

An admin must load 500,000 Opportunity Line Items from a legacy system. The load should avoid locking issues and reduce failures from sharing recalculations. Which approach is recommended?

A dashboard for executives must show a single view of key metrics across multiple business units. Each executive should only see data for their business unit without creating multiple dashboards. What should the admin use?

A service organization uses Email-to-Case. They want Cases created from emails to automatically route to the correct queue based on keywords in the email subject, and also add a follow-up task for high-priority emails. What is the best solution?

An admin wants to monitor and alert the security team when a user exports a large amount of report data. Which solution is most appropriate using standard capabilities?

A custom app has a “Request__c” object. Users should be able to create Requests, but only a specific group can change the Status field after creation. The group should not be given broad Edit rights to all fields. What should the admin do?

Support managers need a report showing Cases created this week, grouped by Owner Role, but the report must include Accounts even when no Cases were created. What should an administrator use?

A sales ops team wants to ensure that new Leads with a blank Industry field are automatically assigned an Industry value of "Unknown" without using code. The value should be set immediately when the record is created. Which automation is the best fit?

An administrator is asked to give a user the ability to run reports and view dashboards, but the user must not be able to create or customize reports. How should this be configured?

A company uses Enterprise Territory Management. Sales leadership wants Opportunities to follow the seller’s territory assignments so that forecast rollups align to territories without manual territory updates on each Opportunity. What is the recommended approach?

A service organization uses Case Teams. They need to ensure that specific roles (e.g., "Tier 2 Engineer") are added to the Case Team automatically when a Case is created with Product = "Hardware". What should the administrator do?

A compliance team needs to confirm whether any user has downloaded report exports containing customer data. Which feature best supports this audit requirement?

An admin needs to migrate a large set of legacy records into a custom object while preserving original Created Date and Created By values for compliance. The import should be repeatable for multiple data loads. What is the best approach?

A company wants to restrict access so that users can only see Cases for Accounts they have access to, but they also need a small group of auditors to see all Cases without being able to edit them. The org-wide default for Case is Private. What is the most appropriate solution?

An admin is designing a custom object model for managing equipment installations. Each Installation must relate to exactly one Account, but an Account can have many Installations. Installations should be deleted when the Account is deleted, and Account owners should control record access. Which relationship type should be used from Installation to Account?

After enabling a new validation rule on Opportunity, users report they can no longer move opportunities through stages via an existing record-triggered Flow that updates Stage and Close Date. The validation rule requires a field that the Flow does not set. What should the administrator do to restore automation while keeping the data quality requirement?

A support manager wants agents to see an "Escalated" badge on Case records and set Escalated automatically when the Case Priority is changed to High. The badge should be visible in list views and reports. What is the recommended solution?

Users report they can no longer see the standard Email quick action on the Case highlights panel. Only some Case record types are affected. What is the most likely cause?

An admin needs to export Accounts monthly and include their related Contacts in a single extract for an external data warehouse. What is the best tool and approach without code?

A sales ops team wants to prevent duplicate Leads based on email address at the time of creation, and allow users to update existing Leads even if another Lead already has the same email. What should the admin configure?

A compliance officer needs to track exactly which fields on the Opportunity object were changed, including old and new values, and retain the history for longer than standard field history tracking allows. What should an admin recommend?

A company uses a custom object "Site Visit" with a lookup to Account. When an Account is deleted, compliance requires preventing deletion if any Site Visit records exist. What is the best declarative solution?

Users complain that a dashboard component is showing fewer records than expected. The underlying source report is correct when run by the user. What is the most common reason for the discrepancy?

An admin needs to ensure a flow that updates related records runs only after the record is committed to the database because it relies on the record ID and must avoid record-locking issues during high-volume updates. Which flow design is most appropriate?

A global enterprise must allow users to authenticate via their corporate identity provider and automatically provision users into Salesforce with the correct profile and permission sets based on attributes from the identity provider. Which solution best meets the requirement with minimal manual administration?

An org must expose a small set of Account fields to an external system for read-only access. The system should authenticate securely and only access records the integration user is allowed to see. The solution must be maintainable and avoid storing user passwords in the external system. What is the best approach?

Support managers need a way to review whether case agents are selecting the correct values for a required picklist field (Case Reason). They want a lightweight audit trail of changes for this specific field on Case without building custom automation. What should the administrator configure?

A sales team wants to send a templated email to a Contact and automatically log the email on the related Opportunity as an activity. They want to do this from an Opportunity record with minimal clicks. What should the administrator recommend?

An administrator needs to allow a group of users to create and edit records in a custom object but prevent them from deleting any records. The simplest approach should be used. What should the administrator configure?

A company uses Person Accounts. Users complain that the Household Account name changes unexpectedly when they update the related Contact name fields. Which setting or behavior best explains what is happening?

A service organization wants to route new Cases to the appropriate queue based on Case Origin and Product, and they want the routing logic to be maintainable by admins without code. Agents also want the assignment to occur immediately at creation. What should the administrator use?

A marketing operations team wants to ensure Campaign Member Status values follow a consistent lifecycle across campaigns (e.g., Sent, Responded, Attended) while still allowing a few campaign-specific statuses. What is the best approach?

An administrator needs to troubleshoot why users are intermittently unable to save records due to "insufficient access rights" errors when updating a lookup field. The lookup points to a custom object with Private OWD. Users should be able to reference the related record but not necessarily see all fields. What is the likely missing configuration?

A team needs a report that shows each Account with the total number of open Cases and the total number of open Opportunities, displayed side-by-side, and they want to filter and group by Account owner. What should the administrator build?

A nightly integration loads 200,000 custom object records and must upsert based on an external ID. After loading, a record-triggered flow updates a parent record, which causes frequent row lock errors and occasional partial loads. The business wants to keep the parent rollup behavior but improve reliability. What is the best admin-led approach?

An enterprise org uses a complex mix of profiles and permission sets. Leadership requests a quarterly review to identify users who have more access than needed, focusing on object permissions and system permissions. The admin wants a scalable approach that supports analysis over time. What should the administrator implement?