Platform Administrator II Study Guide
- Platform Administrator
- Platform App Builder
- Platform Foundations
- Platform Developer
- Platform Administrator II
- Agentforce Sales Consultant
- Agentforce Service Consultant
- Platform Data Architect
- Platform Development Lifecycle and Deployment Architect
- Platform Identity and Access Management Architect
- Platform Integration Architect
- Platform Sharing and Visibility Architect
- Heroku Architect
- B2C Solution Architect
- Experience Cloud Consultant
- Agentforce Field Service and Operations Consultant
- Agentforce Nonprofit Consultant
- Data 360 Consultant
- Omnistudio Consultant
- CRM Analytics and Einstein Discovery Consultant
- Platform User Experience Designer
- Platform Strategy Designer
- B2C Commerce Developer
- JavaScript Developer
- Omnistudio Developer
- Platform Developer II
- Marketing Cloud Engagement Administrator
- Marketing Cloud Engagement Specialist
- Marketing Cloud Engagement Consultant
- Marketing Cloud Account Engagement Specialist
- Marketing Cloud Next Consultant
- Agentforce Sales Foundations
- Business Analyst
- Marketing Cloud Engagement Developer
- Marketing Cloud Engagement Foundations
- Agentforce Specialist
- Agentforce Life Sciences Consultant
- B2B Commerce Administrator AP
- B2B Commerce Developer AP
- Agentforce Communications AP
- Agentforce Consumer Goods AP
- Agentforce Financial Services AP
- Agentforce Health AP
- Agentforce Manufacturing AP
- Public Sector Solutions AP
- Revenue Cloud Consultant
- MuleSoft Integration Foundations
- MuleSoft Developer
- MuleSoft Developer II
- MuleSoft Platform Integration Architect
- MuleSoft Platform Architect
- Tableau Desktop Foundations
- Tableau Data Analyst
- Tableau Consultant
- Tableau Server Administrator
- Tableau Next Consultant
- Tableau Architect
- Slack Administrator
- Slack Consultant
- Slack Developer
Checklist progressProgress
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Checklist progressProgress
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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)
0/20
Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration
0/9
- Standard versus custom profile editability
- Additive permission set grants versus profile baseline
- When to use a permission set instead of a new profile
- Profile-only settings versus permission set capabilities
- Permission set groups for job functions
- Session-based permission sets for temporary access
- When to use delegated administration
- Delegated administration capabilities and limits
- User licenses, permission set licenses, and standard permission sets
Given a scenario, determine the implications of user authentication
0/16
- Organization versus profile password policies
- Organization versus profile login hours
- Trusted IP ranges versus profile login IP ranges
- Identity verification and device activation
- Multi-factor authentication requirements
- Session security and high-assurance sessions
- My Domain login policies
- Freezing versus deactivating a user
- SAML single sign-on as service provider
- Delegated authentication versus SAML
- Social sign-on versus single sign-on
- Login flows after authentication
- Certificate-based user authentication
- Password-free login options for internal users
- Restoring access after a lost MFA verification method
- Controlling which users can authorize connected apps
Compare and contrast the capabilities of a complex business model
0/12
- Business accounts versus Person accounts
- Person account enablement prerequisites
- Business account to Person account conversion
- Contacts to Multiple Accounts versus a single parent account
- Contacts to Multiple Accounts setup
- Direct versus indirect account-contact relationships
- Contacts to Multiple Accounts considerations
- Sharing implications of Person accounts and related contacts
- Contacts to Multiple Accounts versus Account Contact Roles versus junction objects
- Reporting on indirect account-contact relationships
- Person account field security, history and formula behaviour
- Relating person accounts to businesses and other people
- Custom objects versus fields on standard objects
- Master-detail versus lookup for object extension
- Lookup field deletion behaviors
- Converting master-detail relationships to lookups
- Multilevel master-detail and subdetail records
- Junction objects for many-to-many models
- Junction object primary master and sharing
- Related lists for related object data
- Record types for picklists and business processes
- Record type profile availability and defaults
- Schema Builder for data model changes
- Object Creator for extending objects
- Reparenting detail records in a master-detail relationship
- Page layout assignment by profile and record type
- Standard report types created by object relationships
- Lightning App Manager branding and navigation
- Lightning page types in App Builder
- Lightning App Builder versus page layout editor
- Standard Lightning page components
- Lightning page activation and assignment
- Dynamic Forms versus Record Detail
- Dynamic Forms migration and limitations
- Dynamic related lists in Lightning App Builder
- Lightning console apps versus standard apps
- Lightning pages for console apps
- Lightning page Analyze button
- Utility bar for persistent productivity tools
- Component visibility rules on Lightning pages
- Highlights Panel fields: compact layouts versus Dynamic Highlights Panel
- Record page buttons and actions: page layout versus Dynamic Actions
- Conditional field formatting in Lightning App Builder
- Dynamic Forms versus screen flows for record entry forms
- Setup Audit Trail for configuration change history
- Debug logs for transaction and automation troubleshooting
- Login History versus Identity Verification History
- Transaction Security policies for real-time enforcement
- Field data classification for compliance policies
- Field Audit Trail for compliance retention
- Shield Platform Encryption for data at rest
- Deterministic versus probabilistic encryption
- Platform Encryption key management
- Sandbox data masking and anonymization
- Data Mask masking types
- Sandbox seeding versus full-copy masking
- Shield Platform Encryption versus Classic Encryption
- Security Health Check review and remediation
- Reviewing effective user access
- Release Updates affecting system access
- Troubleshooting unexpected access from security settings
- Reviewing guest user object, record, and field exposure
- Products versus price books in the sales catalog
- Standard Price Book versus custom price books
- Opportunity price book and opportunity products
- Quantity versus revenue product schedules
- Quotes created from opportunities
- Quote sync with opportunity products
- Order Settings and enabling orders
- Creating orders from quotes and opportunities
- Activated orders versus reduction orders
- Removing products and price books
- Price book sharing and product access for sales reps
- Product pricing across multiple currencies
- Default product schedules and schedules on opportunity products
- Quote templates and quote PDF generation
- Pipeline forecast types
- Forecast categories and stage mapping
- Forecast quotas, periods, and fiscal year
- Forecasts hierarchy for role-based rollups
- Manager judgments in pipeline forecasts
- Pipeline forecast submissions
- Territory types and hierarchy
- Territory model states
- Account assignment rules versus manual assignment
- Opportunity assignment to territories
- Territory hierarchy versus role hierarchy
- Territory administration permissions
- Role-based versus territory-based forecasts
- Territory forecast manager assignment
- Sharing forecasts with users outside the forecast hierarchy
- Territory forecast rollups for opportunities and holdout owners
- Effect of territory hierarchy changes on territory forecast data
- Lightning Knowledge enablement
- Lightning Knowledge user access
- Knowledge article record types and page layouts
- Data category groups and category hierarchy
- Data category visibility
- Knowledge article lifecycle
- Knowledge article import
- Lightning Knowledge sharing versus data category visibility
- Article channel visibility for internal, customer, partner and public audiences
- Approval processes and automation for Knowledge article publishing
- Connecting Knowledge articles to cases
- Knowledge article search tuning
- Multilingual Knowledge base and article translation
- Entitlements versus entitlement processes versus milestones
- Entitlement models for accounts, contacts, assets, and contracts
- Entitlement Management enablement and lookup filters
- Creating and maintaining entitlement records
- Service contracts with related entitlements
- Entitlement templates for products and assets
- Entitlement process timelines, entry, and exit
- Support milestones on entitlement processes
- Milestone warning, violation, and success actions
- Business hours in entitlement milestone timing
- Case and work order movement through entitlement processes
- Entitlement verification and Milestone Tracker on cases
- Entitlement process versioning
- Agentforce Service Console workspace
- Case Feed actions for agent-customer communication
- Chat and Enhanced Chat for customer conversations
- Omni-Channel routing and agent capacity
- Experience Cloud sites for customer self-service
- Site Case Feed for Experience Cloud members
- Macros for repetitive service rep tasks
- Sales, Service, Marketing, and Commerce product fit
- Salesforce edition and suite implications
- Salesforce Foundations bundled capabilities
- Experience Cloud as a platform extension
- AppExchange solutions versus custom-built functionality
- Declarative extension tools versus programmatic development
- Data quality assessment and management plans
- Field data types for data quality
- Picklist administration for data quality
- Validation rules versus formula fields for data quality
- Matching rules versus duplicate rules
- Merging duplicate records
- Duplicate jobs and duplicate record sets
- Record data enrichment tools
- In-org archival and mass delete
- Field-level required and unique attributes versus page layout settings
- Validation rules for conditional enforcement, existing data and bypass
- Matching rule criteria and fuzzy matching methods
- Duplicate rule actions on create and edit
- Duplicate rule scope: conditions, compared objects, and record-level security
- Custom report types versus standard report types
- Cross filters versus field filters
- Report bucket fields versus formula fields
- Custom summary formulas versus row-level formulas
- Complex report and dashboard charting
- Joined reports versus a single report type
- When to use reporting snapshots
- Dashboard filters versus cloned dashboards
- Dynamic dashboards versus specified running user
- Report groupings and date granularity in summary and matrix reports
- Standard versus cross-block custom summary formulas in joined reports
- Data backup versus data archive
- Native data export versus third-party backup
- Data warehouses and data lakes for off-platform data
- Big objects versus Salesforce Connect versus Heroku Connect
- Salesforce Connect adapter selection
- External lookup versus indirect lookup relationships
- Salesforce Connect feature support and limitations
- Standard versus custom big objects
- Big object capabilities and limitations
- Third-party and middleware solutions for external data
- Choosing an archiving approach for historical records
- Data Import Wizard versus Data Loader
- Data Import Wizard matching options
- External ID matching for upserts
- Relating imported records with External IDs
- Formatting picklist, checkbox and date values in import files
- Data Loader SOAP API versus Bulk API settings for large loads
- Monitoring import jobs and reviewing import errors
- Sandbox types and what they copy from production
- Sandbox refresh implications
- Sandbox copy versus change set deployment
- Managed versus unmanaged packages
- Change sets versus packages for unrelated orgs
- Administrative versus development changes in production
- Sandbox templates and Full sandbox copy options
- Installing AppExchange packages and granting access
- Deployment connections for change sets
- Outbound versus inbound change sets
- Permissions to upload and deploy change sets
- Components available in change sets
- Change set coverage for data and destructive changes
- Dependent components in change sets
- Profile settings and permission sets in change sets
- Inbound change set validation versus deployment
- Apex tests when deploying change sets
- Adding components to an already uploaded change set
- Org locking and deployment timing for change sets
- Change set file limit and splitting large deployments
- Flow activation state after change set deployment
- Flow versus Process Builder and Workflow Rules
- Flow versus Apex for business automation
- Screen Flow versus record-triggered Flow
- Record-triggered versus scheduled Flow
- Formula fields versus Flow
- Formula fields combined with Flow
- Approval processes versus Flow for record review
- Classic approval processes versus Flow approvals
- Approval processes combined with Flow
- Flow Orchestration versus Flow Builder
- Migrate to Flow versus rebuilding automation
- Validation rules versus flow custom errors for blocking saves
- Roll-up summary fields versus flow for aggregating child records
- Automation options for reaching external systems
- Flow tests versus Flow Debugger
- Flow fault paths and error emails
- Monitoring flow and orchestration runs
- Debug logs for declarative automation
- Declarative automation that never ran
- Delayed and waiting automation diagnosis
- Process Builder and workflow failure diagnosis
- Classic approval process troubleshooting
- Flow approval process troubleshooting
- Orchestration run details and debug modes
- Debugging a flow as another user
- Null values from Get Records causing flow failures
- Flow Trigger Explorer for an object's record-triggered automation
- Screen flow input, navigation, and Lightning page placement
- Before-save versus after-save record-triggered flow capabilities
- Flow create update and delete versus Workflow and Process Builder
- Scheduled paths versus time-dependent workflow actions
- Workflow rule remaining actions and limitations
- Classic approval process steps actions and record locking
- Flow approval processes versus Classic approval processes
- Flow interview bulkification and transaction limits
- Record-triggered flow trigger events and entry conditions
- Flow actions for records, notifications, approvals, subflows and messaging
- Flow running user and execution context by flow type
- Run Asynchronously path for callouts and long-running work
- System validation versus custom validation in the save order
- Before-save versus after-save record-triggered Flow timing
- Duplicate-rule block actions versus later automation
- Assignment and auto-response rules versus later automation
- Record-triggered Flow trigger order on one object
- Process Builder and after-save flows in the late save window
- Workflow field updates re-entering the save order
- Roll-up summary parent updates re-entering the save order
- Approval field updates re-entering the save order
- After-commit emails and scheduled paths versus in-save automation
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