50 Platform Administrator Practice Questions: Question Bank 2025

A system administrator needs to ensure users can reset their own passwords without contacting IT. Which configuration best supports this requirement?

Users report that they cannot see a custom field on the Account record page, but the administrator can see it. The field is on the page layout. What is the most likely cause?

A sales manager wants Opportunities to be automatically associated with the correct fiscal period for forecasting. What should the administrator configure?

A support team wants emails sent to their support address to automatically create new cases. Which feature should the administrator use?

A company wants to restrict access to Account records so that users only see accounts they own or that are explicitly shared with them. Organization-Wide Defaults (OWD) for Accounts are currently Public Read/Write. What should the administrator do?

An administrator is building a Lightning record page for Case. They want a component visible only when Case Priority equals "High". What is the recommended approach?

Marketing users want to prevent duplicate leads when importing lists. They need to match on email address and also alert users during manual lead creation. What should the administrator configure?

A manager wants a dashboard that shows each sales rep’s performance, but each rep should only see their own results when they view the dashboard. What should the administrator use?

An administrator needs to automate the following: When an Opportunity is marked Closed Won, create a follow-up Task for the Opportunity Owner and send an email notification to a fulfillment queue. The automation must be easy to maintain and support future enhancements. What is the best solution?

A company has a custom object, Project__c, with a lookup to Account. They want users to see all Projects related to Accounts they can access, even if they do not own the Project records. The current Project__c Organization-Wide Default is Private. Which approach best meets the requirement with minimal ongoing admin effort?

Users report that they can create Cases, but they cannot change the Case Status after saving, even though the Status field appears on the page layout. What is the most likely reason?

A sales manager wants to ensure Opportunity records cannot be moved to "Closed Won" unless the "Primary Contact" field is populated. Which solution should an administrator use?

An administrator needs to import 200 new Leads and automatically assign them to the correct owners using existing lead assignment rules. What is the best tool to use?

A support team wants customers to submit cases through a public form on the company website. The company also wants the submissions to create Cases directly in Salesforce. Which feature should an administrator recommend?

A team needs a way to automatically notify a Slack channel whenever a high-priority Case is created. The solution should be declarative and maintainable. What should an administrator use?

Marketing wants to track which marketing campaign led to an Opportunity. Sales reps often create Opportunities from existing Leads. How should the administrator support accurate campaign attribution with minimal manual entry?

An administrator needs to display different fields on the Account record page depending on whether the Account is a Customer or a Partner. The solution should not require multiple page layouts or custom code. What should be used?

Users complain that a report showing "My Team's Opportunities" is missing records they expect to see. The report is built on Opportunities and uses a standard report type. What is the first thing the administrator should check?

A global company wants to ensure that the "Amount" field is visible to all users, but only finance users can edit it on Opportunities. The company wants to avoid maintaining multiple page layouts. What is the best approach?

A company has a record-triggered flow that updates related records when a Case is closed. Users report that closing a Case sometimes fails with an error about too many SOQL queries. What is the most appropriate next step for an administrator to troubleshoot and address this?

Users report they can’t see the App Launcher in Lightning Experience, but they can still access records through browser bookmarks. Which setting should an administrator check first?

An administrator needs to add a read-only panel on the Account record page that shows a web page from an internal site, based on the Account’s external ID field. Which Lightning App Builder component is the best fit?

Sales reps want Leads created from the web to be automatically assigned to the correct queue based on Lead State/Province. Which standard feature should an administrator use?

A support team wants agents to follow a consistent set of steps when resolving cases, including a dynamic list of required fields and guidance that changes by case type. What is the recommended solution?

An admin needs a way for users to store frequently used list views and report links in one place and access them quickly from any record. Which feature best meets this requirement?

A data import for Contacts fails with errors stating the referenced Account cannot be found. The import file includes an Account External ID column. What is the most likely cause?

An administrator wants a report that shows Accounts with their related Opportunities and the total Opportunity Amount per Account in the same report. Which report type should be used?

A custom object has a master-detail relationship to Account. Users report they can’t manually share records of the custom object, even though they can share Accounts. Why is this happening?

A flow updates a Case field when the Case Status changes. Users notice the update sometimes doesn’t occur when the Status is changed by an email-to-case automation and not by a user. Which approach is most reliable?

An admin needs to restrict access so that only users in a specific department can view a particular field on the Opportunity object, while others can still view the Opportunity record. What is the best solution?

A sales manager needs a report that shows Opportunities grouped by Owner with a subtotal for each owner and a grand total at the bottom. Which report format should the admin use?

An agent is working a Case and needs to quickly create a related Contact without leaving the Case record page. Which Lightning component should an admin add to the Case Lightning Record Page?

A user needs access to a custom app and one custom object. The user should not receive any additional permissions. Which approach follows best practice?

A support team wants all incoming email replies to automatically attach to the correct Case record. Which standard feature should the admin enable and use?

An admin needs to ensure a custom field appears for users only when another field has a specific value on the same record page. Which configuration should the admin use?

A business wants Opportunity records to be automatically created when a Lead is converted, and they want users to choose whether to create an Opportunity during conversion. Where does the admin control this behavior?

A sales operations team needs a single report view showing Accounts with their related Opportunities and Cases in separate sections, each with different filters. Which report type should the admin use?

A team uses a Flow to create follow-up Tasks. They only want the automation to run when a record is created, not when it is updated later. Which Flow start condition should the admin select for a record-triggered flow?

Users report they cannot see a newly added custom field on a record, even though the admin added it to the page layout. The field exists and is populated for some records. What is the most likely cause?

An admin built a record-triggered flow to update a field on the same record whenever the record is saved. Users report errors about the record being “locked” or updates failing intermittently. What is the best design change to reduce the risk of this issue?

A System Administrator wants to restrict access so that only users with the Standard User profile can log in from outside the corporate network. What is the recommended way to meet this requirement?

Users report they can see the Case object but cannot create new Cases. The administrator confirms they have Create permission on Cases. What is the most likely additional requirement to allow Case creation?

A sales manager wants to quickly see whether a Lead has been contacted, based on a checkbox field called "Contacted." What should the administrator use to display this information prominently on the Lead record page?

An administrator created an auto-launched Flow and added it to a Lightning record page using the Flow component. Users say the Flow does not appear for some records, but it appears for others. What is the most likely reason?

A support team wants a consistent, guided process when closing a Case. The process should require entering Resolution Notes and selecting a Close Reason before the Case can be set to Closed. What should the administrator implement?

Marketing needs a way to group Contacts into dynamic segments based on criteria such as Industry, Title, and Opt-In status, and then use those segments to send campaigns. Which standard Salesforce feature best supports this requirement without automation tools?

An administrator wants users to create Tasks and relate them to an Account, Contact, and Opportunity on the same Task. Users report they can only relate a Task to one record in the Related To field. What should the administrator enable?

A regional manager should be able to see all Opportunities owned by users in their region, but users from other regions should not. There are multiple regions and the structure changes often. What is the most scalable design?

A company has a custom object called Project__c with a Master-Detail relationship to Account. They need users to be able to own Projects independently of the Account owner and keep Projects when an Account is deleted. What should the administrator do?

An administrator imports 5,000 Leads using Data Import Wizard. After the import, users report that many Leads are assigned to the administrator instead of the correct sales reps. The CSV includes an "Owner" column with sales rep names. What is the most likely cause?