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| Vendor: | Salesforce |
|---|---|
| Exam Code: | Plat-Admn-301 |
| Exam Name: | Salesforce Certified Platform Administrator II Exam |
| Exam Questions: | 222 |
| Last Updated: | January 23, 2026 |
| Related Certifications: | Salesforce Certified Administrator |
| Exam Tags: | Salesforce Administrator Administrator Salesforce Administrators and Business Analysts |
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AW Computing uses a custom Invoice object to track invoices related to accounts. The administrator wants to use roll-up summary fields to view high-level information at a glance on the account record.
Which two considerations should an administrator remember about roll-up summary fields?
Choose 2 answers
Two considerations that the administrator should remember about roll-up summary fields are:
Roll-up types include COUNT, SUM, and AVG. A roll-up type is a function that determines how the data from the child records is aggregated and displayed on the parent record. The available roll-up types are COUNT, which counts the number of child records; SUM, which adds up the values of a numeric field on the child records; AVG, which calculates the average value of a numeric field on the child records; MIN, which displays the lowest value of a field on the child records; and MAX, which displays the highest value of a field on the child records.
Roll-up summary fields are created on the master side of a master-detail relationship. A master-detail relationship is a type of relationship that links two objects together such that the master object controls certain behaviors of the detail object, such as security and deletion. A roll-up summary field is a type of field that displays a value that is calculated from child records related to a parent record. Roll-up summary fields can only be created on the master object of a master-detail relationship or on a lookup relationship if it is set as required.
The other two options are incorrect because:
Roll-up summary fields do not prevent the conversion of a master-detail relationship to a lookup. They only prevent it if they reference a formula field that includes another relationship.
Rollup fields are not calculated prior to save. They are calculated after save and may take some time to update.
The sales team at Cloud Kicks is noticing that sales reps are misusing the new Screen Flow tool for data entry, since they are viewed the initial screen after clicking finish.
What should the administrator do to fix this?
A lightning action is a type of quick action that can invoke a Lightning component, a Visualforce page, or a URL. The administrator can use a lightning action to redirect the user to a different page after they finish the screen flow. This way, the user will not see the initial screen again and will not misuse the flow tool.
https://help.salesforce.com/s/articleView?id=sf.lightning_component_actions.htm&type=5
https://help.salesforce.com/s/articleView?id=sf.flow_distribute_lex.htm&type=5
Cloud Kicks (CK) wants the forecast numbers to be shown by territory regardless of who owns the record. CK also wants a way to forecast based on role hierarchy.
Which three options should an administrator recommend?
Choose 3 answers
To show forecast numbers by territory regardless of who owns the record, CK should enable Territory Forecast. To forecast based on role hierarchy, CK should enable Role Hierarchy Forecast. To match the Territory Forecast to the Hierarchy Forecast model, CK should modify the Territory Forecast accordingly. Reference: https://help.salesforce.com/s/articleView?id=sf.forecasts3_territory_forecasts.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.forecasts3_enable.htm&type=5
What should the administrator consider before enabling Person Accounts?
Person Account cannot be disabled is something that the administrator should consider before enabling Person Accounts. Person Accounts are a special type of accounts that allow storing information about individual people who are not associated with an organization or business account. Once Person Accounts are enabled, they cannot be disabled or removed from the org without contacting Salesforce support
Universal Containers' support team wants to use Salesforce Knowledge to allow customers and the support team to have access to the product documentation. There are many different types of documentation with usage across the globe.
What feature should the administrator configure?
Data categories and visibility are features that allow you to organize and control access to your Salesforce Knowledge articles based on different topics or criteria. Data categories are logical groupings of articles that reflect your business needs and processes. You can create a data category group and assign it to one or more article types, and then create data categories and subcategories within that group. Data category visibility is a setting that determines which data categories users can access based on their profiles or permission sets. You can use data categories and visibility to provide relevant and appropriate product documentation to your customers and support team. Reference: https://help.salesforce.com/s/articleView?id=sf.knowledge_categories.htm&type=5 https://help.salesforce.com/s/articleView?id=sf.knowledge_category_visibility.htm&type=5
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