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Cert++

Resource Pack
·Study Checklist

Platform Administrator II

Study Progress
0/159
0.0%

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Security and Access
20%

0/33

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). 0/13

Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration. 0/7

Given a scenario, determine the implications of user authentication. 0/8

Compare and contrast the capabilities of a complex business model (Person accounts, Account, Contacts, and Contact to multiple Accounts). 0/5

Objects and Applications
19%

0/20

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). 0/11

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). 0/9

Auditing and Monitoring
10%

0/13

Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail). 0/7

Explain how to ensure sensitive data is set up to support a business/legal/compliance use case in production and sandbox environments. 0/4

Explain how to review and troubleshoot security settings including pending updates that may change system access. 0/2

Cloud Applications
11%

0/30

Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes. 0/6

Distinguish and understand the implications and capabilities of Forecasting and Territory Management. 0/7

Explain how to create and maintain Salesforce Knowledge (article record types, data categories). 0/4

Explain how to create and maintain service entitlements and entitlement processes. 0/4

Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel). 0/7

Given a scenario, understand the standard Salesforce suite of products that enable extending the core platform. 0/2

Data and Analytics Management
13%

0/21

Explain the tools and best practices for assessing, improving, and enriching data quality (data types, validation, managing duplicates, enriching, archiving). 0/5

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). 0/11

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). 0/3

Given a scenario, identify the appropriate tools and methods for importing data into Salesforce (data import wizard, data loader, and external ID). 0/2

Environment Management and Deployment
7%

0/12

Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange - managed/unmanaged). 0/6

Describe the capabilities and best practices for using change sets to move metadata between environments. 0/6

Process Automation
20%

0/30

Given a complex scenario, determine the solution using the best tool or combination of tools to solve a business problem. 0/8

Given a scenario, identify the appropriate tool or method for troubleshooting declarative automation. 0/4

Given a scenario, explain the capabilities and limitations of each declarative automation tool. 0/11

Understand the implications of the order of execution when using automation tools. 0/7