Platform Administrator Practice Exam: Test Your Knowledge 2025

An administrator needs to allow users to log in to Salesforce only from the corporate office network. What security feature should be configured to enforce this requirement?

A sales manager wants to create a custom view showing only opportunities closing this quarter with amounts greater than $50,000. What feature should the administrator recommend?

An administrator needs to ensure that when an Account's Industry field is set to 'Healthcare', the Rating field automatically becomes required. What is the most efficient way to accomplish this?

A company has a custom object called Project__c with a lookup relationship to Account. The administrator needs to display a list of all related Projects on the Account page. What should the administrator do?

An administrator created a custom object and wants to track how the records change over time. What feature should be enabled to accomplish this?

A company wants to prevent users from creating duplicate Leads based on email address. What should the administrator implement?

An administrator needs to create a Lightning page that displays different components based on whether the user is viewing an Account in the Financial Services industry versus other industries. What Lightning App Builder feature should be used?

A business wants to create a master-detail relationship between two custom objects: Project__c (master) and Task__c (detail). What is a key implication of this relationship type?

A sales team wants to automatically convert Leads to Accounts, Contacts, and Opportunities when the Lead Status is changed to 'Qualified'. What is the standard Salesforce approach?

An administrator needs to ensure that sales representatives can only see opportunities in their assigned territories. What feature should be configured?

A service team wants to automatically create a follow-up task 3 days after a case is closed. What automation tool is most appropriate for this time-based action?

A support manager wants agents to see suggested knowledge articles when viewing a case based on the case subject and description. What feature should be enabled?

An administrator needs to enable users to collaborate on opportunities by posting updates, sharing files, and mentioning team members. What Salesforce feature provides this functionality?

An administrator needs to import 50,000 account records from a CSV file and wants to update existing records while inserting new ones based on Account Number. What tool should be used?

A company wants to permanently delete records from the Recycle Bin to comply with data retention policies. What permission is required?

An administrator created a report showing all opportunities by stage. Users want to view this data in a visual format on their homepage. What should the administrator create?

A company wants to automatically update the Account Status field to 'Active' when a new Opportunity is created for that Account. What automation approach is most appropriate?

An administrator needs to send an email alert to the Account Owner when an Opportunity reaches the 'Closed Won' stage. The email should include opportunity details. What automation elements are required?

A business process requires that when an Opportunity Amount is greater than $100,000, the Sales VP must approve the discount percentage before the opportunity can be closed. What feature should be configured?

An administrator notices that a custom formula field on the Account object is not displaying on the page layout. The field is not marked as hidden by field-level security. What should the administrator check first?