Salesforce Certified Platform Administrator I (2026) Practice Test

Question 1 (Configuration & Setup). Universal Containers has two sales teams that each need different Stage values on Opportunities. What should the administrator configure?

• A. Two opportunity record types with separate sales processes
• B. Two price books with separate opportunity stages
• C. A validation rule that restricts stages by team
• D. A single sales process with a new Stage picklist field

Correct answer: A. Sales processes control the available Stage values, and record types control which sales process each team sees. Price books control products and pricing, not stages. Validation rules restrict data entry but don't change which values are visible. Exam questions often test whether you know record types drive process assignment — that's the pattern here.

Question 2 (Configuration & Setup — Security). Organization-wide defaults for Accounts are set to Private. A sales manager needs to see all opportunities owned by their direct reports. What is the best approach?

• A. Set the Account sharing rule to Public Read/Write
• B. Give the manager the Modify All Data permission
• C. Place the manager in the role hierarchy above their reports
• D. Create a sharing rule based on the manager's profile

Correct answer: C. The role hierarchy grants record visibility up the chain automatically — managers see their subordinates' records without weakening the org-wide security model. Changing OWD or handing out Modify All Data are overkill the exam will try to tempt you with; profile-based sharing rules are valid but less direct than the built-in hierarchy behavior being tested.

Question 3 (Object Manager). An administrator needs a field on the Account that shows the total value of all related Opportunities. Which relationship supports this?

• A. Lookup relationship with a roll-up summary field
• B. Master-detail relationship with a roll-up summary field
• C. Lookup relationship with a formula field using a subquery
• D. External lookup relationship with an indirect roll-up

Correct answer: B. Roll-up summary fields only work on master-detail relationships — a classic exam trap. The lookup option fails because roll-ups can't be built on lookups (a common misconception). Formulas can't aggregate across child records in this way, and external objects have their own rules. If a question mentions roll-up summaries, think master-detail first.

Question 4 (Automation). Every night at 11 PM, all open Cases older than 30 days should have their Status set to "Escalated". What should the administrator build?

• A. A record-triggered flow that fires on Case update
• B. A scheduled flow that runs nightly and updates matching Cases
• C. A validation rule on Case that checks the age
• D. An approval process on Case with time-based actions

Correct answer: B. Time-based, batch updates are the textbook use case for a scheduled flow. Record-triggered flows react to individual record changes, not to a clock. Validation rules prevent bad data entry — they can't update records. Time-based approval actions exist but are built for approvals, not nightly sweeps. On the exam, "every night / every Monday" = scheduled flow.

Question 5 (Agentforce). An administrator wants support agents to resolve cases faster using an AI agent that can look up order status and draft case summaries. Where is this agent built and configured?

• A. Agent Builder
• B. Flow Builder with a screen flow
• C. The Service Console macro builder
• D. Einstein Discovery story setup

Correct answer: A. Agent Builder is Salesforce's tool for creating AI agents with topics, actions, and instructions — exactly what the scenario describes. Flows automate processes but aren't conversational agents. Macros speed up clicks, not AI reasoning. Einstein Discovery builds predictive models, not agents. Agentforce is new on the blueprint (8%), so expect at least a few questions on it.