Platform Administrator Intermediate Practice Exam: Medium Difficulty 2025

A company has two Salesforce orgs: one for Sales and one for Service. Leadership wants a small group of executives to log in once and access both orgs without managing separate passwords. The admin must implement a solution that is secure and centrally managed. What should the admin recommend?

The Sales Ops team wants sales reps to see a simplified Account page that highlights key fields, recent Opportunities, and an inline component showing open Cases. Marketing users need a different layout emphasizing Campaign influence fields. The company wants to avoid creating separate custom objects. What is the best solution?

A sales team wants Opportunities to have different sales stages and required fields depending on whether the deal is 'New Business' or 'Renewal'. They also want separate sales processes to drive stage picklist values. Which approach best meets the requirement?

Support management wants Cases to be automatically routed to the correct queue based on Product and Priority. They also want urgent Cases to be escalated if not updated within 2 hours. Which combination of features should the admin use?

A sales manager wants a team channel where members can share updates, and they also want key Salesforce records (like an Opportunity) to have a dedicated conversation thread visible to anyone with access to the record. What should the admin enable or recommend?

An admin needs to import 40,000 Leads from a CSV file and ensure that duplicates are minimized by matching on email. The admin also wants a report of records that failed to import due to validation rules. Which tool should the admin use?

A company wants a dashboard that shows executives: total pipeline by quarter, top 10 open opportunities by amount, and case volume trends. Executives should not need special object access beyond what they already have, but the dashboard should always show data for the entire organization. What should the admin configure?

When an Opportunity is marked Closed Won, the company wants to automatically: (1) create a related Project record, (2) copy key fields from the Opportunity to the Project, and (3) send an email notification to the Project Manager. The admin wants a maintainable declarative solution. What should the admin use?

A service director wants to ensure that when a Case is escalated (Escalated = true), the Case Priority must be set to High and the Case must have an Escalation Reason filled in. Users should see a clear error message at save time if they miss these fields. What should the admin implement?

An admin is asked to allow users to relate multiple Contacts to an Opportunity with roles (e.g., Decision Maker, Influencer) and show those related contacts on the Opportunity page. What configuration meets this requirement using standard capabilities?