50 Platform Administrator II Practice Questions: Question Bank 2025

A support team wants a flow to create a follow-up Task when a Case is set to Status = "Escalated". The Task must be created only once per Case, even if users toggle the Status back and forth. What is the best solution?

A new administrator needs to prevent users from exporting report data unless they have a specific permission. Which approach aligns with Salesforce security best practices?

Sales operations needs to ensure that an Account cannot be deleted if it has any open Opportunities. What should an administrator use?

An administrator wants to ensure users only see records they own for a custom object, unless explicitly shared. What is the recommended default setting?

A company uses Opportunity Splits. Sales managers want a report showing total split revenue credited to each split owner by month, even if they don’t own the Opportunity. What is the best reporting approach?

An admin built a record-triggered flow on Case that updates a related Contact’s field. Users report intermittent errors about “maximum trigger depth” and some updates fail. What is the most likely cause and best fix?

A company wants to restrict access to a set of highly sensitive fields on the Contact object. Most users should be able to read and edit Contacts, but only a small group should see these fields. What should the administrator use?

An administrator needs to increase user adoption and reduce page load time on a complex Lightning record page that contains many components and several related lists. What is a recommended optimization approach?

A company has a nightly integration that upserts up to 500,000 Account records. The job often fails due to row lock errors and long processing times. What is the best architecture recommendation to improve reliability and performance?

An admin must design access for a custom object "Project__c" where: (1) users can see projects owned by anyone in their role hierarchy, (2) a cross-functional group needs edit access to specific projects regardless of role, and (3) some projects must be shared read-only with external community users. What combination best meets the requirements with least maintenance?

A support manager wants agents to see a "Create Follow-Up Case" quick action only when a Case is Closed and the Case Type is "Escalation". What is the best way to meet this requirement?

A new admin is asked to grant a group of users access to run reports on Opportunities but not view the Opportunity records themselves. Which approach best meets the requirement?

A business wants a nightly snapshot of key Case metrics (e.g., Count by Status and Priority) for trending over time, even after Cases change. Which feature is best suited for this requirement?

A flow is triggered when an Opportunity is updated. Users report that updates sometimes fail with an error about "CANNOT_EXECUTE_FLOW_TRIGGER". The flow includes an Update Records element that updates the same Opportunity that triggered it. What is the most likely cause and best fix?

A sales operations team needs a way to ensure only users in the "Sales Ops" group can mass-update a specific set of fields on Opportunity, while all sales reps can edit other Opportunity fields. What should an administrator implement?

Marketing wants to analyze Campaign performance by geographic region. Region is stored as a picklist on Lead and Contact, and Campaign Member can be either. What is the recommended reporting approach to group Campaign Members by Region in a single report?

A company uses a custom object "Project" with many related "Project Task" records. Users complain that saving Projects is slow after an admin added a roll-up summary field that counts Tasks meeting complex criteria. Which action is most likely to improve performance while preserving the metric?

An admin must allow external partner users to collaborate on Cases but prevent them from seeing internal-only comments. Agents currently use Case Comments. What is the best solution?

A record-triggered flow on Case creates a related Task when a Case becomes "Escalated". In production, the flow intermittently fails because the Task Owner must be set to the Case Owner, but sometimes the Case Owner is a queue. What is the best design to prevent failures and still assign work appropriately?

A global org needs to implement a security model where users in each country can only see Accounts for their country, but a central compliance team must see all Accounts and run reports across all countries. The org currently has Account OWD set to Private. Which solution best meets the requirement with least ongoing maintenance?

An admin needs to prevent users from changing the Opportunity Stage to "Closed Won" unless the Opportunity has at least one related Contact Role and the Amount is greater than $0. What is the best solution?

A new group of users needs access to Accounts but must not see Opportunities related to those Accounts unless they own the Opportunity. Organization-Wide Defaults are Private for Opportunities. How should the admin meet this requirement with the least complexity?

An admin is asked to quickly identify which reports and dashboards reference a custom field that is being considered for deletion. Which tool should the admin use?

A record-triggered flow on Case is failing with an error: "INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY" when it tries to update the Case Owner. The flow runs in the system context with sharing enforced. What is the most likely cause?

A company wants to allow external users to submit cases via an Experience Cloud site. They should only be able to see cases they created. What is the recommended approach?

Sales managers complain that a dashboard is slow and often times out. The underlying report is an Opportunity report with multiple cross filters and includes several formula fields and row-level formulas. What is the best next step to improve performance while keeping similar insights?

A sales process requires that a quote be automatically created when an Opportunity moves to Stage "Proposal/Price Quote". The quote should only be created once, even if the Opportunity moves in and out of that stage. What is the best automation approach?

An admin must allow users to edit a field on a custom object only if they have completed a training and are in a specific region. Training completion is stored as a checkbox on User, and region is stored on the record. Which solution is most appropriate?

A company uses Enterprise Territory Management. Users report they can see Opportunities they shouldn’t after being moved to a new territory. The change happened yesterday, and territories were realigned. What is the most likely explanation and the best admin action?

An org has a custom object with 1.5 million records. Users need a list view that shows "My Team’s Open Items" filtered by a formula field that evaluates status and a date threshold. The list view is slow and sometimes fails to load. What is the best design change to improve performance long-term?

A support team wants a Flow to automatically create a follow-up Task 3 business days after a Case is set to Status = 'Waiting on Customer'. What is the best automation approach?

A user can see Account records but cannot see a related custom object’s records (Invoices__c) even when the Invoice lookup points to the Account they can access. Which feature most directly controls whether users can see child records when they can see the parent?

An admin needs to update 15,000 Contact records to populate a new picklist field based on existing values in another field. Users should not have to open each record. What is the most appropriate tool for this one-time mass update?

A sales team complains that a record page takes too long to load. The admin suspects a very large number of related list columns and components. Which action is most likely to improve Lightning record page performance?

A record-triggered Flow on Opportunity updates fields on related Quote records. Occasionally, users get an error that indicates the records are locked. Which design change is most likely to reduce record-locking conflicts?

A company uses Territory Management and wants users in Territory A to see Opportunities even when the Opportunity owner is in Territory B. Which approach meets this requirement with the least maintenance?

An admin notices duplicate Lead records are being created from web-to-lead submissions. The business wants to prevent duplicates based on Email and Company, while allowing users to intentionally create duplicates in rare cases. What should the admin implement?

Executives want a dashboard that always shows each viewer only their own pipeline and their direct team’s pipeline, without creating separate dashboards per manager. What should the admin use?

An admin needs to allow a partner community user to create Cases and view only Cases related to their own Account. Internal users must still see all Cases. What is the best approach?

A record-triggered Flow is failing intermittently with an error indicating it exceeded limits when processing updates from a data load that touches tens of thousands of records. What is the best architectural approach to handle this high-volume processing?

An administrator needs to ensure that when a user changes the Account Owner, the related open Opportunities are also reassigned to the same new owner automatically. The reassignment must happen consistently for UI edits, API updates, and data loads. What is the recommended solution?

A support manager wants to view all Cases for Accounts they own, but should not have access to Cases for Accounts owned by other managers. Cases are set to Private. What is the best way to meet this requirement with minimal configuration?

A sales operations team needs a report that shows the total Opportunity Amount by fiscal quarter and product family. The company uses products and opportunity line items. What should the administrator use?

Users report that a record-triggered flow sometimes fails with an error: “Too many SOQL queries: 101” during large data loads updating thousands of records. What is the most likely cause and best fix?

An organization has two Experience Cloud sites. External users from Site A must never be able to see records owned by external users from Site B, even when they share the same Account. What setting best enforces this separation?

A team wants to prevent users from creating duplicate Leads when the email address already exists on another Lead or Contact. They want the system to block the save and show a clear message. Which solution is best practice?

An administrator needs to ensure that only users in a specific permission set can edit the “Discount %” field on Opportunity, while everyone else can view it. What is the best solution?

A custom object has multiple record types and several dependent picklists. Users complain that the Lightning record page is slow to load and includes many components they rarely use. What should the administrator do first to improve performance and usability?

A company needs a scheduled process that recalculates a “Customer Health Score” on Accounts every night based on related Case and Opportunity activity. The logic is complex and requires multiple queries and updates. Which approach is most appropriate?

An administrator needs to create a dashboard showing pipeline by region. Some users should only see their own region’s data when viewing the same dashboard. What is the best way to implement this requirement?