Platform Administrator II Practice Exam 2025: Latest Questions

Support agents need to be able to update Case Status and Case Priority, but must not see or edit a custom field named Root_Cause__c. Which configuration best meets the requirement?

An admin needs a scalable way to ensure a "Welcome" email is sent whenever a new Contact is created and the Contact has an Email value. The email should not send when the Contact is updated later. What is the best solution?

A sales manager wants a dashboard that shows only their team's Opportunities without creating multiple dashboards. The org already uses a role hierarchy that reflects management structure. What should the admin configure?

Users report they can no longer see the "New" button on the Opportunity related list for Accounts, but they can still create Opportunities from the Opportunities tab. What is the most likely cause?

A company needs to restrict access to a custom object (Project__c) so that only users with a specific permission can view any Project records, regardless of sharing rules. Which approach best meets this requirement?

An admin created a record-triggered flow on Case that updates a field on the same Case record when Status changes. Users report that saving some Cases now fails intermittently with an error about "maximum trigger depth" or recursion. What is the best way to prevent this?

Marketing needs a report that shows Accounts that have NOT had any Closed Won Opportunities in the last 12 months. What is the recommended reporting approach?

An org has multiple record types on Case. The admin needs different picklist values for the Reason field depending on record type, and wants to ensure the values are consistent across Lightning and API integrations. What should the admin use?

A global company uses Enterprise Territory Management. They need users to see Opportunities owned by users in the same territory even when role hierarchy access is not sufficient. Which design best supports territory-based access while minimizing manual sharing maintenance?

An admin needs to automatically create a set of related child records (Tasks and custom Milestone__c records) whenever an Opportunity is moved to Stage = "Closed Won". The solution must be maintainable, handle bulk updates, and allow different sets of records based on Opportunity Record Type. What is the best approach?

A support team wants a Case to automatically move to the next queue when its Priority is set to High, but only if the Case is still in Status = New. The admin must avoid recursion and keep the logic easy to maintain. What is the best solution?

Sales operations needs to ensure that only members of the "Contract Approvers" public group can update the Contract Status field after a contract is created. Users should still be able to edit other Contract fields if they have edit access. What should the admin implement?

An admin creates a custom report type for Opportunities with Products. Users report that some opportunities with products are missing from the report when they filter for a specific close date range. What is the most likely cause?

A company wants users to find Accounts quickly. The admin notices that searches for partial Account names return inconsistent results. What should the admin do to improve search behavior using standard capabilities?

A flow sends an email alert when a Case is escalated. Users report receiving duplicate emails for some cases. The escalation is triggered by both a checkbox update and a status update in quick succession. What is the best way to prevent duplicate notifications?

An admin needs to share a subset of Accounts with a partner user community. Partner users should only see Accounts related to their Partner Account and a small set of "Strategic Accounts" that are manually selected. What is the best approach?

A sales manager wants a dashboard to always show results for the viewer (each salesperson sees only their own pipeline) without creating separate dashboards. What should the admin configure?

An org has a large volume of Task records. Users complain that opening Account pages is slow, especially when the Activity timeline loads. Which configuration change is most likely to improve performance without changing the data model?

A data import created duplicate Contacts because some records had the same email but different name formatting. The business wants to prevent future duplicates and also help users find existing contacts during entry. What should the admin implement?

After deploying changes, users report they can no longer edit a custom field on Opportunity, but they can still see it. The field is on the page layout and was editable previously. What is the most likely cause?

A support team uses Case comments heavily. Management wants to prevent agents from accidentally deleting Case Comments after they are created, but agents must still be able to edit the parent Case. What is the best solution?

Sales ops wants a report that shows Opportunities with their Products, including product quantity and sales price, and they want to filter by Product Family. Which reporting approach best meets this requirement?

Users report that they cannot see the "New" button on a custom object tab even though they can view existing records. The admin confirms the tab is visible and the page layout includes required fields. What is the most likely cause?

An admin built a record-triggered flow on Opportunity that updates a related Account field when the Opportunity Stage changes. Users report intermittent errors about "maximum trigger depth" and sometimes Opportunity saves are slow. What is the best next step to troubleshoot and resolve the issue?

A company has multiple sales teams. Each team should only see its own Opportunities, but executives must see all Opportunities. Additionally, some Opportunities are flagged as "Strategic" and should only be visible to a small subset of users (even within the same team), while executives still see everything. Which design best satisfies these requirements?