Plat-Admn-301 Exam Dumps - Salesforce Administrator Questions and Answers

An administrator should consider using Person Accounts when they have a B2C business model and the consumer is the intended recipient of sales and marketing attention. Person Accounts allow administrators to store information about individual consumers without requiring a separate account record for each contact. References: https://help.salesforce.com/s/articleView?id=sf.account_person_behavior.htm &type=5

Three reasons CK should utilize Data Categories when creating articles in Knowledge are:

Data Categories help organize the Knowledge base content displayed. 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 categories help you organize your articles by topic or criteria and make them easier to find and browse by your users or customers.

Data Categories provide a way to secure access to the Knowledge base content. 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 category visibility to control access to your articles based on their data categories and ensure that only relevant and appropriate content is displayed to different users or customers.

A Knowledge article can be tagged to more than one Data Category. A Knowledge article is a document that provides information or answers to common questions or issues. A Knowledge article can be tagged to one or more data categories within each data category group that is assigned to its article type. This allows you to classify your articles by multiple criteria and make them searchable and accessible by different users or customers.

Another quote is already synced with the opportunity will prevent a user from syncing a quote with an opportunity. Only one quote can be synced with an opportunity at a time. If a user tries to sync another quote, they will get an error message saying that the opportunity already has a synced quote. References: https://help.salesforce.com/s/articleView?id=sf.quotes_syncing.htm &type=5

An entitlement is a record that represents a customer’s right to receive support or service based on the terms of a contract or agreement. An asset is a record that represents a product that a customer has purchased. To automatically provide phone support to customers who purchase photo editing software, the administrator can create a flow that attaches an entitlement to the asset upon purchase. The entitlement can have a term of 365 days and a service contract that specifies the phone support details. References: https://help.salesforce.com/s/articleView?id=sf.entitlements_overview.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.assets_overview.htm &type=5

A price book is a list of products and their prices that can be added to an opportunity. A product can have different prices for different markets or segments, and these prices are stored in different price books. In this case, the administrator should create a new price book for the new retail pricing and add the products that are sold to retail locations for resale. This way, the users can select the appropriate price book and products for their opportunities based on the type of customer they are selling to. References: https://help.salesforce.com/s/articleView?id=sf.products_pricebooks.htm &type=5 https://help.salesforce.com/s/articleView?id=sf.products_define.htm &type=5

Chat must be routed with Omni-Channel in Lightning Experience because Omni-Channel is the only way to route chats to agents in Lightning Experience1. Chat can only be added to Console navigation Lightning apps because Chat is a console app feature and requires a console app with a console navigation style2. References: 1 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_omnichannel.htm &type=5 2 https://help.salesforce.com/s/articleView?id=sf.live_agent_chat_app.htm &type=5

 A cross-object formula is a formula that references fields from related objects. The administrator can create a cross-object formula field on the Case object that displays the current status from the Account. This field can be used in validation rules and other processes. References: https://help.salesforce.com/s/articleView?id=sf.tips_on_building_formulas_cross_object_formulas.htm &type=5

To make inventory data from a legacy application available in Salesforce, the administrator can create an external object that maps to the inventory application. An external object is similar to a custom object, except that it maps to data that’s stored outside your Salesforce organization. External objects enable users to view and report on external data in Salesforce. References: https://help.salesforce.com/s/articleView?id=sf.external_object_overview.htm &type=5

The equivalent field is the field that matches the dashboard filter field on the source report object. For example, if the dashboard filter is on Account Owner, then the equivalent field on the Opportunity object is Opportunity Owner. Changing the equivalent field ensures that the dashboard filter applies correctly to the Opportunity components. References: https://help.salesforce.com/s/articleView?id=sf.dashboard_filters.htm &type=5

The Data Import Wizard is a tool that allows you to import data for standard and custom objects, including person accounts, into Salesforce. You can access it from the Setup menu and use it to import up to 50,000 records at a time. You can also use it to update, upsert, or delete existing records. The Data Import Wizard can help you match your data with Salesforce fields, prevent duplicates, and run import jobs in the background. References: https://help.salesforce.com/s/articleView?id=sf.data_importer.htm &type=5