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Platform Administrator II

Platform Administrator II

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Platform Administrator II

Study Checklist

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
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 Consumer Goods AP
Agentforce Financial Services AP
Agentforce Health AP
Agentforce Manufacturing AP
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 Architect

Checklist progress

0/215Learned

Organization-wide defaults versus role hierarchy access
Field-level security versus page layout visibility
Grant Access Using Hierarchies on custom objects
Controlled by Parent access on child records
Sharing rules as additive record access
Owner-based versus criteria-based sharing rules
Manual sharing behavior on ownership transfer
Implicit sharing on parent-child records
Account team access versus consolidated record access
Report and dashboard folder sharing
Email template folder access
Territory Management default record access
Territory membership versus role hierarchy access
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
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
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

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
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

Setup Audit Trail for configuration change history
Debug logs for transaction and automation troubleshooting
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
Security Health Check review and remediation
Reviewing effective user access
Release Updates affecting system access
Troubleshooting unexpected access from security settings

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
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
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
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
Sales, Service, Marketing, and Commerce product fit
Salesforce edition and suite implications
Salesforce Foundations bundled capabilities
Experience Cloud as a platform extension

Explain the tools and best practices for assessing, improving, and enriching data quality

0/9

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

Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements

0/9

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

Understand methods to connect to, access, backup/restore, or archive data outside of the Salesforce Platform

0/7

Data backup versus data archive

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Native data export versus third-party backup

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Data warehouses and data lakes for off-platform data

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Big objects versus Salesforce Connect versus Heroku Connect

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Salesforce Connect adapter selection

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External lookup versus indirect lookup relationships

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Salesforce Connect feature support and limitations

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Given a scenario, identify the appropriate tools and methods for importing data into Salesforce

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Data Import Wizard versus Data Loader
Data Import Wizard matching options
External ID matching for upserts
Relating imported records with External IDs

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
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

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
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
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
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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Native data export versus third-party backup

Explainer

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Practice Question

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Next conceptData warehouses and data lakes for off-platform data

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Explainer

Native Salesforce export tools copy org records into CSV files so you can keep a file backup or load the data into another system. That file dump is not the same as a backup-and-restore product: AppExchange third-party apps, and Salesforce Backup & Recover, take scheduled snapshots and can put data back into the org after loss or corruption. Choose native export when the need is a portable weekly or monthly dump; choose a backup-and-restore service when you need daily copies, metadata and files, or granular recovery.

Core information

Salesforce’s two native export methods are Data Export Service, an in-browser tool in Setup, and Data Loader, a client application you install separately. Both write comma-separated value (CSV) files, which are a convenient copy of Salesforce data for backup or for importing into a different system.

More details and nuances

A CSV export or a local SQL replica is not automatically a restore plan. Before treating a replica as recovery, you still have to know how often data is pulled and how that copy is itself backed up and retained, whether it includes attachments and metadata such as reports, layouts, Apex, workflows, and dashboards, whether a user deletion or corruption would copy into the replica, how you would reverse a parent-to-child cascading delete, and whether you can practice disaster recovery.