10 beginner questions on the Platform Administrator exam outline: Configuration and Setup, Object Manager and Lightning App Builder, Sales and Marketing Applications, Service and Support Applications, Productivity and Collaboration, Data and Analytics Management, and Automation. They cover organization-wide defaults, permission sets, master-detail relationships, record types, lead conversion, case assignment rules, AppExchange packages, data import tools, validation rules and record-triggered flows.

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  1. An administrator wants users to see only the Opportunity records they own, and then open up access so managers can see their team's records through the role hierarchy. What should be set first?

    • A. Organization-wide default of Private for Opportunity ✔ correct
    • B. A permission set that grants View All on Opportunity
    • C. A public group containing all sales users
    • D. A Lightning page assigned to the Sales app

    Answer: A. Organization-wide defaults set the baseline access to records users don't own and should match the most restricted user. A Private default plus the role hierarchy lets managers see their team's records; View All would open every record.

    Source: trailhead.salesforce.com/content/learn/modules/data_security/data_security_recor · Domain: Configuration and Setup

  2. Three support agents need one extra object permission that the other users with their profile must not get. What is the recommended way to grant it?

    • A. Clone the profile and edit it for the three agents
    • B. Assign a permission set with that permission ✔ correct
    • C. Change the organization-wide default for the object
    • D. Add the agents to a queue for the object

    Answer: B. Each user has exactly one profile but can have many permission sets. Permission sets (and permission set groups) add object, field and user permissions to specific users without changing their profile, following least privilege.

    Source: trailhead.salesforce.com/content/learn/modules/data_security/data_security_objec · Domain: Configuration and Setup

  3. In a master-detail relationship, deleting a master record also deletes its related detail records.

    • A. True ✔ correct
    • B. False

    Answer: A. True. Detail records depend on the master: when a master record is deleted, all its related detail records are deleted as well. Objects in lookup relationships are looser and usually work as stand-alone objects.

    Source: trailhead.salesforce.com/content/learn/modules/data_modeling/object_relationship · Domain: Object Manager and Lightning App Builder

  4. The sales team needs different picklist values, page layouts and sales processes for new-business and renewal opportunities on the same object. What should the administrator create?

    • A. Record types ✔ correct
    • B. Two custom objects
    • C. Validation rules
    • D. Approval processes

    Answer: A. Record types determine the business processes, page layouts and picklist values users can access, so one object can support several processes. Separate custom objects would split the data and its reporting.

    Source: trailhead.salesforce.com/content/learn/projects/customize-a-salesforce-object/cr · Domain: Object Manager and Lightning App Builder

  5. A sales rep converts a qualified lead from a company. Which records does Salesforce create from the lead's information?

    • A. A case, a contact and a solution
    • B. A campaign member, a quote and a sales order
    • C. An account, a contact and an opportunity ✔ correct
    • D. A user, a queue and a public group

    Answer: C. Lead conversion uses the information stored in the lead to create a business account, a contact and an opportunity (or to link existing ones). With person accounts enabled and no company name, a person account is created instead.

    Source: trailhead.salesforce.com/content/learn/modules/leads_opportunities_lightning_exp · Domain: Sales and Marketing Applications

  6. A company wants new billing cases to be routed automatically to the Billing queue and technical cases to the Tier 1 queue. Which feature should the administrator configure?

    • A. Case assignment rules ✔ correct
    • B. Auto-response rules
    • C. Case escalation rules
    • D. Sharing rules

    Answer: A. Assignment rules route incoming cases to a specific user or queue based on criteria. Auto-response rules email the customer, escalation rules reassign cases that stay unresolved too long, and sharing rules extend record access.

    Source: trailhead.salesforce.com/content/learn/modules/service_lex/service_lex_case_mana · Domain: Service and Support Applications

  7. An administrator installs an AppExchange solution and wants the provider to be able to upgrade it automatically later. Which package type supports this?

    • A. An unmanaged package
    • B. A managed package ✔ correct
    • C. A change set
    • D. A data export file

    Answer: B. With a managed package, the provider can upgrade the solution automatically, but you cannot view or change its code or metadata. An unmanaged package can be customized, but upgrading means uninstalling and reinstalling it.

    Source: trailhead.salesforce.com/content/learn/modules/appexchange_basics/appexchange_ba · Domain: Productivity and Collaboration

  8. Which two tools can an administrator use to import records into Salesforce? (Select TWO)

    • A. Data Import Wizard ✔ correct
    • B. Schema Builder
    • C. Data Loader ✔ correct
    • D. Setup Audit Trail
    • E. Lightning App Builder

    Answer: A, C. The Data Import Wizard (in Setup, up to 50,000 records) and Data Loader (a client application for large volumes) import data. Schema Builder shows the data model, Setup Audit Trail tracks setup changes and App Builder designs pages.

    Source: trailhead.salesforce.com/content/learn/modules/lex_implementation_data_managemen · Domain: Data and Analytics Management

  9. A sales manager wants to stop users from saving an opportunity whose Discount field is greater than 20%, and to show them an error message. What should the administrator create?

    • A. A duplicate rule
    • B. A validation rule ✔ correct
    • C. A matching rule
    • D. A page layout change

    Answer: B. A validation rule uses a formula that returns True when the entered data is invalid; the record is not saved and an error message is shown. Duplicate and matching rules detect duplicate records, and layouts only arrange fields.

    Source: trailhead.salesforce.com/content/learn/modules/point_click_business_logic/valida · Domain: Data and Analytics Management

  10. When an opportunity's stage changes to Closed Won, the business wants a follow-up task created automatically, with no user interaction. Which automation tool fits best?

    • A. A screen flow
    • B. A record-triggered flow ✔ correct
    • C. An approval process
    • D. A validation rule

    Answer: B. A record-triggered flow runs in the background when a record is created, updated or deleted, so it can create the task when the stage changes. Screen flows guide a user through screens, and approval processes route records for approval.

    Source: trailhead.salesforce.com/content/learn/modules/record-triggered-flows/get-starte · Domain: Automation

Original practice questions written by xOps School (DevOpsSchool Private Limited) from the public Salesforce exam objectives (Salesforce Certified Platform Administrator exam guide, questions aligned to Summer '25), checked 2026-10-25. They are not actual exam questions. xOps School is not affiliated with or endorsed by Salesforce; exam names are trademarks of their owners. Official exam page: help.salesforce.com/s/articleView?id=005298966&language=en_US&type=1.

Last modified: Sunday, 25 October 2026, 9:57 PM