Salesforce Plat-Admn-201 Exam Dumps

Case Assignment Rules are the standard Salesforce tool for automatically routing cases to specific users or queues based on record criteria. A single assignment rule can contain multiple 'Rule Entries' processed in a specific order. To meet this requirement, the Platform Administrator would create a rule with two entries: one that checks if the Account's 'Level' field equals 'Platinum' and routes it to the Priority Support Queue, and another that checks if the level is 'Silver' or 'Gold' and routes it to the Regular Support Queue. This automation happens the moment the case is created, ensuring that high-value customers receive immediate attention from the appropriate team. Escalation Rules (Option A) are used to move a case after it has been sitting for a period of time, not for initial routing. Workflow Rules (Option D) are a legacy tool that cannot natively assign cases to queues in the same direct manner as Assignment Rules.

Agentforce is designed to handle sophisticated, multi-step business processes that traditionally require human intervention. In a sales organization, a primary use case is Automating Lead Qualification. Unlike basic web bots (Option C) that follow a rigid, pre-defined script, an Agentforce agent can engage in natural language conversations with prospects. It can ask relevant discovery questions, handle objections, and determine if a lead meets the company's 'Qualified' criteria based on the information provided. Once qualified, the agent can autonomously update the Salesforce record or even book a meeting for a human sales representative. While AI can assist with content, 'automating all marketing content' (Option B) is overly broad and typically handled by specialized marketing tools. Generating cold calls (Option A) involves voice technology and legal complexities that are not the core focus of the Agentforce platform's digital agent capabilities. Lead qualification represents a high-value, repeatable process that perfectly leverages the agent's ability to reason and interact with Salesforce data.

In Salesforce, a flow must be Active for it to execute in a production environment. When an administrator builds or updates a flow, it is saved as a new version. Even if the logic is perfect and passes all debug tests, the flow will not run for end-users unless the administrator explicitly clicks the 'Activate' button. If a flow is intended to create records but nothing is happening, the first troubleshooting step is always to verify the status in the Flow Builder or the Flows list in Setup. A flow version that is simply 'Saved' but not 'Active' will remain dormant. Option D is unlikely because the Flow Builder usually prevents saving a record-triggered flow without a trigger defined. Option C ('Read Only') is not a state that would prevent a flow from running. Option B ('Flow URL') only applies to specific types of screen flows launched via custom links, whereas the question implies a general failure of the automation to execute.

When a user is locked out of Salesforce due to too many incorrect login attempts, the Platform Administrator must take specific actions on the user's record detail page to restore access. First, the administrator should click the Unlock button19. This clears the lockout status immediately20. Second, because the user likely forgot their credentials (causing the failed attempts), the administrator should use the Reset Password button21. This sends a temporary link to the user's email, allowing them to create a new password and log in successfully. 'Logging in as the user' (Option A) is a troubleshooting tool for existing sessions but cannot bypass a lockout or change a password on the user's behalf. Changing 'Password Policies' (Option D) would affect the entire organization and is not a valid way to help a single locked-out individual.

The Kanban view provides a visual representation of a set of records, such as an opportunity pipeline, organized by a specific field like 'Stage'. It allows sales teams to see all their deals as cards in columns. The primary benefit of Kanban is its 'drag-and-drop' functionality, which lets users move a card from one column to another to automatically update the stage, effectively 'moving opportunities forward' with minimal effort. While reports (Option A) and dashboards (Option B) provide visual summaries, they do not allow for the interactive, one-click record updates that the Kanban view offers11. Standard list views (Option D) show data in a grid format which is less visual for tracking pipeline progress compared to the column-based Kanban layout.