Question 1

Harbor Health wants every Salesforce session to end after 30 minutes of idle time. Support profiles already have login hours of 07:00–19:00. Where should the idle timeout be set?

Accepted Answer

Session Settings. Login Hours only control when someone may authenticate. Idle timeout is a session policy. Trusted IPs and password rules do not end an already-open session.

Question 2

Maple & Co. uses one seller profile. A six-week project needs two extra object permissions for twelve people, then those extras must disappear without editing the profile. What should the administrator assemble?

Accepted Answer

A permission set group that can later include a muting permission set. Permission set groups layer extra access on top of a profile. A muting permission set can turn those extras off later. Sharing and organization-wide defaults change record visibility, not object permissions.

Question 3

Brightline Transit wants Account to show how many open Cases it has. Case looks up to Account; the relationship is not master-detail. What can maintain a live count on Account?

Accepted Answer

A record-triggered flow or Apex that recalculates a number field when Cases change. Roll-up summary fields require master-detail. Formulas cannot count child rows. After-save automation (or Apex) keeps a number field on the parent in sync.

Question 4

An administrator tries to delete a custom number field that a roll-up summary and a validation rule still reference. What does Salesforce do?

Accepted Answer

It refuses the delete until those references are removed. A field that other metadata still references cannot be deleted. Edit or remove the roll-up and the validation rule first.

Question 5

Riverstone Realty takes property-inquiry leads from a public form. Zip codes 941xx should be owned by the Bay Area queue; every other zip should keep the default Web-to-Lead owner. What should the administrator configure?

Accepted Answer

Lead assignment rules with ordered rule entries on zip code. Assignment rules choose the owner or queue as the lead is created. Territories apply to accounts and opportunities. Escalation ages cases. Duplicate rules catch copies; they do not assign queues.

Question 6

After lead convert, a marketing manager still needs to see which campaign first touched the person, and which campaign Salesforce stamped on the new Opportunity. Where does that live?

Accepted Answer

Campaign History on the Contact, and Opportunity Primary Campaign Source when conversion sets it. Campaign members stay with the Contact after convert. Salesforce can stamp Primary Campaign Source on the new Opportunity from recent campaign membership. Splits share revenue credit; they are not campaign history.

Question 7

Pinecrest Support wants VIP cases in the Tier 1 queue to notify a manager if they sit untouched for more than two business hours. Business hours already exist. What else is required?

Accepted Answer

Escalation rules that use those business hours. Escalation rules age cases against business hours and can notify or reassign. Auto-response emails the submitter when the case is created. Path is guidance on the record, not a timer.

Question 8

Field techs create the same three tasks after every site visit. They want one click on the Contact that opens a short form, not a full-screen Flow. What should the administrator add?

Accepted Answer

An object-specific quick action on the Contact page layout. Quick actions sit on the record and can create tasks (or launch a small form) in one click. Reports, tabs, and In-App Guidance do not create the three tasks.

Question 9

Operations has a spreadsheet of 8,000 nonprofit Accounts and wants a point-and-click import that can match existing rows by External ID. The team does not want to install Data Loader. Which tool fits?

Accepted Answer

Data Import Wizard. The wizard imports Accounts from the UI and can match on External ID, within its record cap. Change Sets move metadata. Data Export and Schema Builder do not load the spreadsheet.

Question 10

Enablement needs one report that lists Course records in the first block and Enrollment records in a second block, each with its own date filter. Which report format?

Accepted Answer

Joined. Joined reports stack independent blocks, each with its own filters. Tabular is a flat list. Summary and matrix group one underlying report type, not two separate objects with separate filters.

Question 11

When Renewal__c is checked, Next_Renewal_Date__c on the same Opportunity must become CloseDate plus 365 days before the record saves, with no extra DML statement. Which automation?

Accepted Answer

A before-save record-triggered flow. Before-save record-triggered flows can update the triggering record without a separate DML. After-save updates cost an extra DML and can recurse. Approvals and scheduled paths are the wrong time.

Question 12

A service director wants a chat agent that answers from Knowledge and can open a Case. The administrator should not write Apex. Where do they start?

Accepted Answer

Agent Builder, with Knowledge grounding and a create-Case action. The Platform Administrator exam now includes Agentforce basics: when an agent is appropriate, which permissions it needs, and how to attach instructions and actions in Agent Builder. Apex is not required for this shape.

Salesforce Admin practice exam

Sample questions

1. Harbor Health wants every Salesforce session to end after 30 minutes of idle time. Support profiles already have login hours of 07:00–19:00. Where should the idle timeout be set?

2. Maple & Co. uses one seller profile. A six-week project needs two extra object permissions for twelve people, then those extras must disappear without editing the profile. What should the administrator assemble?

3. Brightline Transit wants Account to show how many open Cases it has. Case looks up to Account; the relationship is not master-detail. What can maintain a live count on Account?

4. An administrator tries to delete a custom number field that a roll-up summary and a validation rule still reference. What does Salesforce do?

5. Riverstone Realty takes property-inquiry leads from a public form. Zip codes 941xx should be owned by the Bay Area queue; every other zip should keep the default Web-to-Lead owner. What should the administrator configure?

6. After lead convert, a marketing manager still needs to see which campaign first touched the person, and which campaign Salesforce stamped on the new Opportunity. Where does that live?

7. Pinecrest Support wants VIP cases in the Tier 1 queue to notify a manager if they sit untouched for more than two business hours. Business hours already exist. What else is required?

8. Field techs create the same three tasks after every site visit. They want one click on the Contact that opens a short form, not a full-screen Flow. What should the administrator add?

9. Operations has a spreadsheet of 8,000 nonprofit Accounts and wants a point-and-click import that can match existing rows by External ID. The team does not want to install Data Loader. Which tool fits?

10. Enablement needs one report that lists Course records in the first block and Enrollment records in a second block, each with its own date filter. Which report format?

11. When Renewal__c is checked, Next_Renewal_Date__c on the same Opportunity must become CloseDate plus 365 days before the record saves, with no extra DML statement. Which automation?

12. A service director wants a chat agent that answers from Knowledge and can open a Case. The administrator should not write Apex. Where do they start?

Hands-on Apex drills