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  1. Home
  2. Study Resources
  3. Platform Administrator II
Resource Pack
·Study Checklist

Platform Administrator II

The Platform Administrator II credential (formerly Advanced Administrator) is for admins who already hold the base Administrator cert and want to prove deeper platform expertise. It tests complex, multi-layered scenarios: how OWD, Territory Management, sharing rules, and delegated administration interact. You need to know not just what each tool does, but exactly how it behaves when combined with others. The exam assumes mastery of the foundational security model and jumps straight into order of execution, approval processes, and advanced reporting.

4-Step Path to Passing

  1. 1
    Complete the
    Advanced Admin Trailmix
    Start with the official Salesforce prep trailmix for Platform Administrator II. The recommended modules align with the exam blueprint. Keep your completion percentage up as Salesforce occasionally updates the trailmix.
  2. 2
    Look at the
    Study Checklist
    Every concept you need to know for your exam, available for free to check off as you learn.
  3. 3
    Attempt
    Practice Exams
    I recommend my own practice exams, but I have linked other options in the Study Resources section below. These are the best indicators for how you should expect to do on the real exam. Expect more scenario-based questions than the Admin exam.
  4. 4
    Schedule Your Exam
    Exams run every day at all hours. Schedule with short notice when you are ready. There is no need to book far in advance.

Core Resources

  • Cert++ Practice Exam (1 free exam per cert, then paid)

    Free practice questions for the Platform Administrator II exam, with detailed explanations. $10/mo for access to all questions, features, and certifications.

    certplusplus.com

  • Daily Certle Game (3 free questions per day)

    Practice your Salesforce certification knowledge daily with a challenge inspired by Wordle. Topics might not perfectly align with your preferred exam, but there's a lot of overlap between the certs.

    certplusplus.com

  • Focus on Force (Paid)

    $24 per cert for a year-long license. Study guides and practice questions for Advanced Administrator.

    focusonforce.com

  • Platform Administrator II Trailmix (~48 hours)

    Salesforce's curated collection of trails and modules to prepare for the Platform Administrator II exam.

    trailhead.salesforce.com

  • Advanced Administrator Certification Guide (Salesforce Ben)

    Study guide and tips for the Platform Administrator II (Advanced Administrator) exam.

    salesforceben.com

  • u/bobx11 - Getting Started Sticky Post (Reddit)

    r/salesforce community sticky with curated learning resources, certification tips, and career FAQ.

    reddit.com

  • Platform Administrator II Exam Guide

    The official exam blueprint from Salesforce with the full list of objectives.

    help.salesforce.com

  • Cert++ Discord

    The Cert++ community discord for Salesforce professionals. Exam prep, resource sharing, study groups, and more. Free and open to all.

    discord.gg

  • SFXD Discord

    Large Salesforce community discord server with channels for admin topics, career advice, and technical help.

    discord.gg

  • r/salesforce

    Salesforce subreddit for discussions, certification tips, and community support.

    reddit.com

  • Trailblazer Community

    Connect with other Salesforce learners for peer support, mentoring, and study groups.

    trailhead.salesforce.com

  • Salesforce Certification Score Calculator

    Check your exam score based on section results. Estimates your total score from category percentages (community-maintained third-party tool).

    scuvanov.github.io

Exam Overview

Questions

65

60 scored + 5 unscored

Duration

105 min

1 hour 45 minutes

To Pass

65%

Minimum Score

Question Format

The exam tests advanced declarative administration across complex sharing, automation order of execution, approval processes, dynamic dashboards, Territory Management 2.0, and environment deployment. No code required.

Scored

92%

60questions

Unscored

8%

5questions

Exam Details

Pricing

$200 registration · $100 retake

Delivery

Online proctored or at a testing center

Experience

12+ months recommended

Prerequisites

Salesforce Certified Platform Administrator

Exam Topics

Each topic section shows the topic weight, learning objectives, and links to study resources.

Security and Access20%

Sharing model, OWD, role hierarchy, controlled by parent, criteria-based and owner-based sharing rules, manual sharing, Territory Management 2.0, dashboard and report folder access, profiles, permission sets, delegated administration, authentication (My Domain, SSO, MFA), Person accounts, Contact to Multiple Accounts.

  • Given a scenario, determine the implications to record and field data access (Sharing model, controlled by parent, grant access by hierarchies, dashboard and report folders access, email folder access, Territory Management).
  • Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration.
  • Given a scenario, determine the implications of user authentication.
  • Compare and contrast the capabilities of a complex business model (Person accounts, Account, Contacts, and Contact to multiple Accounts).

Resources

  • Share CRM Data (Project)

    Configure sharing rules for external users in a hands-on project.

    trailhead.salesforce.com

  • Superbadge: Access Governance

    Org-wide defaults, profiles, permission sets, sharing rules, and complex access scenarios.

    trailhead.salesforce.com

  • Superbadge: User Authentication

    Login policies, MFA, session settings, My Domain, and SSO configuration.

    trailhead.salesforce.com

  • Data Security

    Org-wide defaults, object and record access, sharing rules, role hierarchy, and grant access via hierarchy.

    trailhead.salesforce.com

  • Control Access to Records

    OWD, controlled by parent, manual sharing, and sharing rule types.

    trailhead.salesforce.com

  • Define Sharing Rules

    Criteria based vs owner based sharing rules and when each applies.

    trailhead.salesforce.com

  • Permission Set Groups

    Permission set groups, muting, and bundling permissions.

    trailhead.salesforce.com

  • Identity & My Domain

    My Domain, login flows, authentication policies, SSO, and MFA.

    trailhead.salesforce.com

  • Understand Account and Contact Relationships

    Account and contact model, Person accounts, and Contact to Multiple Accounts.

    trailhead.salesforce.com

  • Learn Territory Management Best Practices

    Territory Management 2.0 model states, assignment rules, and territory based access.

    trailhead.salesforce.com

  • Advanced Sales Territories

    Territory types, territory models, model states (Planning, Active, Archived), and assignment rules.

    trailhead.salesforce.com

  • Access Levels for Report and Dashboard Folders

    Viewer, Editor, Manager access levels for report and dashboard folders.

    help.salesforce.com

Objects and Applications19%

Master detail, lookup, junction objects, related lists, record types, Schema Builder, Object Creator, App Manager, Lightning App Builder, Dynamic Forms, standard components, Console, Lightning page analyze button.

  • Given a scenario, determine the appropriate solution to enhance or extend objects (master-detail, lookup, junction object, related list, record type, Schema Builder, and Object Creator).
  • Given a scenario, determine the appropriate solution to enhance or extend the UI/UX with applications (App Manager, Lightning App Builder, Dynamic Forms, standard Lightning page components, Console, and Lightning page analyze button).

Resources

  • Quick Start: Lightning App Builder (Project)

    Hands-on project building Lightning pages with App Builder.

    trailhead.salesforce.com

  • Build Data Model for Recruiting App (Project)

    Custom objects, junction objects, and relationships in a hands-on project.

    trailhead.salesforce.com

  • Superbadge: Object Relationships

    Hands on superbadge on objects, relationships, and schema design.

    trailhead.salesforce.com

  • Data Modeling

    Objects, relationships, master detail vs lookup, junction objects, and Schema Builder.

    trailhead.salesforce.com

  • Work with Schema Builder

    Schema Builder for visualizing and creating objects and relationships.

    trailhead.salesforce.com

  • Lightning App Builder

    Lightning pages, components, dynamic forms, and app navigation.

    trailhead.salesforce.com

  • Get Started With Dynamic Forms

    Dynamic Forms visibility rules, field sections, and conditional display.

    trailhead.salesforce.com

  • Lightning Customization

    Compact layouts, quick actions, page layouts, and record page components.

    trailhead.salesforce.com

  • Create and Customize Lightning Apps

    App Manager, Classic vs Lightning apps, and app configuration.

    trailhead.salesforce.com

Auditing and Monitoring10%

Setup Audit Trail, debug logs, Field History Tracking, Health Check, sandbox data security, Shield Platform Encryption vs Classic Encryption.

  • Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail).
  • Explain how to ensure sensitive data is set up to support a business/legal/compliance use case in production and sandbox environments.
  • Explain how to review and troubleshoot security settings including pending updates that may change system access.

Resources

  • Security Basics

    Health Check tool, security settings, Setup Audit Trail, and security best practices.

    trailhead.salesforce.com

  • Shield Platform Encryption: Quick Look

    Shield Platform Encryption vs Classic Encryption, field level encryption, and searchability.

    trailhead.salesforce.com

  • Plan for Shield Platform Encryption

    Encryption considerations, tenant secret, and sensitive data in sandboxes.

    trailhead.salesforce.com

  • Monitor Your Salesforce Org

    Monitoring tools, debug logs, and org health.

    trailhead.salesforce.com

Cloud Applications11%

Products, price books, quotes, orders, forecasting, Territory Management 2.0, Salesforce Knowledge, data categories, entitlements, entitlement processes, milestones, Omni-Channel, Service Console, Case Feed.

  • Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes.
  • Distinguish and understand the implications and capabilities of Forecasting and Territory Management.
  • Explain how to create and maintain Salesforce Knowledge (article record types, data categories).
  • Explain how to create and maintain service entitlements and entitlement processes.
  • Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel).
  • Given a scenario, understand the standard Salesforce suite of products that enable extending the core platform.

Resources

  • Products, Prices & Orders (Project)

    Products, price books, quotes, and orders configuration.

    trailhead.salesforce.com

  • Set Up Salesforce Knowledge (Project)

    Knowledge base setup, data categories, and article management.

    trailhead.salesforce.com

  • Set Up Case Escalation and Entitlements (Project)

    Entitlement processes, milestones, and case escalation configuration.

    trailhead.salesforce.com

  • Sales Forecasting

    Forecasting types, collaborative forecasting, quotas, and adjustments.

    trailhead.salesforce.com

  • Manage Territories and Crush Your Sales Goals

    Territory Management 2.0 setup and assignment rules.

    trailhead.salesforce.com

  • Lightning Knowledge Basics

    Knowledge base setup, article record types, data categories, and visibility.

    trailhead.salesforce.com

  • Entitlement Management for Lightning Experience

    Entitlements, entitlement processes, milestones, and milestone actions (warning, violation).

    trailhead.salesforce.com

  • Omni-Channel for Lightning Experience

    Queue based vs skill based routing, presence statuses, and service channels.

    trailhead.salesforce.com

  • Service Cloud for Lightning Experience

    Cases, queues, assignment rules, escalation rules, Service Console, and Case Feed.

    trailhead.salesforce.com

Data and Analytics Management13%

Data quality, validation rules, duplicate rules, custom report types, reporting snapshots, joined reports, cross filters, bucket fields, custom summary formulas, dynamic dashboards, dashboard filters, Data Loader, data import wizard.

  • Explain the tools and best practices for assessing, improving, and enriching data quality (data types, validation, managing duplicates, enriching, archiving).
  • Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements (custom report types, reporting snapshots, complex charting, custom summary formulas, bucketing, joined reports, cross filters, dynamic dashboards, dashboard filters).
  • Understand methods to connect to, access, backup/restore, or archive data outside of the Salesforce Platform (big objects, data warehouse, external objects, data lakes, third-party solutions, and Salesforce Connect).
  • Given a scenario, identify the appropriate tools and methods for importing data into Salesforce (data import wizard, data loader, and external ID).

Resources

  • Import and Export with Data Management Tools (Project)

    Data Import Wizard and Data Loader hands on.

    trailhead.salesforce.com

  • Add Reports and Dashboards to Travel Approval App (Project)

    Reports, dashboards, dynamic vs standard dashboards, and sharing impact.

    trailhead.salesforce.com

  • Superbadge: Data Quality and Validation

    Validation rules, duplicate rules, and data quality best practices.

    trailhead.salesforce.com

  • Data Management

    Data Import Wizard, Data Loader, duplicate management, and external ID.

    trailhead.salesforce.com

  • Duplicate Management

    Duplicate rules, matching rules, and data quality best practices.

    trailhead.salesforce.com

  • Validation Rules

    Validation rules for data quality and consistency.

    trailhead.salesforce.com

  • Reports & Dashboards for Lightning Experience

    Report builder, filters, charts, custom report types, and dashboards.

    trailhead.salesforce.com

  • Joined Reports Quick Look

    Joined reports, up to 5 report blocks, and shared fields.

    trailhead.salesforce.com

  • Practice Data and Analytics Management

    Cert prep scenarios for data import, reports, dashboards, and reporting snapshots.

    trailhead.salesforce.com

Environment Management and Deployment7%

Sandbox types (Developer, Developer Pro, Partial Copy, Full Copy), change sets (inbound, outbound, component types, deployment connections), AppExchange managed and unmanaged packages.

  • Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange - managed/unmanaged).
  • Describe the capabilities and best practices for using change sets to move metadata between environments.

Resources

  • Salesforce Sandboxes Quick Look

    Sandbox types, data limits (Developer 5 MB, Developer Pro 1 GB, Partial Copy 5 GB, Full Copy), and refresh intervals.

    trailhead.salesforce.com

  • Develop and Test Features Using Salesforce Sandboxes

    Sandbox selection, Full Copy 29 day refresh, and sensitive data considerations.

    trailhead.salesforce.com

  • Explore Available Developer Environments

    Developer, Developer Pro, Partial Copy, Full Copy sandbox types and use cases.

    trailhead.salesforce.com

  • Org Development Model

    Change sets, inbound and outbound connections, deployment best practices.

    trailhead.salesforce.com

  • Test and Deploy Changes

    Change set components, profile incremental deployment, permission set full deployment.

    trailhead.salesforce.com

  • AppExchange Solutions

    Managed vs unmanaged packages, installation, and AppExchange deployment.

    trailhead.salesforce.com

Process Automation20%

Order of execution, record triggered flows (before save, after save, before delete), autolaunched flows, scheduled flows, approval processes, validation rules, subflows, fault paths, loop limits.

  • Given a complex scenario, determine the solution using the best tool or combination of tools to solve a business problem.
  • Given a scenario, identify the appropriate tool or method for troubleshooting declarative automation.
  • Given a scenario, explain the capabilities and limitations of each declarative automation tool.
  • Understand the implications of the order of execution when using automation tools.

Resources

  • Build a Discount Approval Process (Project)

    End-to-end approval process with entry criteria and approval actions.

    trailhead.salesforce.com

  • Migrate to Flows (Project)

    Converting workflow rules and Process Builder to flows (Process Builder is retired).

    trailhead.salesforce.com

  • Superbadge: Record-Triggered Flow

    Record triggered flows, before vs after save, and automation patterns.

    trailhead.salesforce.com

  • Superbadge: Flow Optimization

    Flow optimization, performance, and advanced flow scenarios.

    trailhead.salesforce.com

  • Superbadge: Approval Process Management

    Approval process configuration, approver types, and final approval rejection actions.

    trailhead.salesforce.com

  • Superbadge: Approval Process Troubleshooting

    Troubleshooting approval processes and identifying automation conflicts.

    trailhead.salesforce.com

  • Flow Builder Basics

    Screen flows, record triggered flows, autolaunched flows, and flow types.

    trailhead.salesforce.com

  • Record-Triggered Flows

    Before save vs after save, before delete, when to use each, and DML limitations.

    trailhead.salesforce.com

  • Autolaunched and Scheduled Flows

    Autolaunched flows, scheduled flows, and flow invocation contexts.

    trailhead.salesforce.com

  • Approvals with Flow

    Approval processes, entry criteria, approver types (queue, manager, designated), submission and final actions.

    trailhead.salesforce.com

  • Flow Implementation (Part 1)

    Flow limits, bulkification, loop limits (2,000 iterations), and fault paths.

    trailhead.salesforce.com

  • Flow Implementation (Part 2)

    Debugging flows, troubleshooting automation, and deploying to production.

    trailhead.salesforce.com

  • Validation Rules

    Validation rules and their place in order of execution (before save).

    trailhead.salesforce.com

  • Loops in Flow Builder

    Loop elements, iteration limits, and bulk processing in flows.

    trailhead.salesforce.com

  • Approval Process for Public Sector Solutions

    Approval process configuration, steps, recall actions, and process locking.

    trailhead.salesforce.com

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