Platform Administrator 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
0/324Learned
Checklist progressProgress
0/324Learned
Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings)
0/6
Distinguish and understand the administration of declarative configuration of the user interface (UI)
0/16
- User Interface setup options
- Lightning apps in App Manager
- App Menu and App Launcher visibility
- List view filters and display
- List view sharing and visibility
- Global actions versus object-specific actions
- Lightning page types in App Builder
- Lightning record pages versus page layouts
- Customizing Lightning pages in App Builder
- Compact layouts for the highlights panel
- Dynamic Forms on Lightning record pages
- Lightning page component visibility rules
- Lightning page activation and assignment
- Utility bar in Lightning apps
- Action placement on Lightning Experience record pages
- Search layouts and search results configuration
Given a scenario, demonstrate the proper setup and maintenance of users
0/13
- Username uniqueness across Salesforce
- User locale language time zone and currency
- User working hours versus organization business hours
- User license types and their capabilities
- User license assignment and recovery
- Feature license assignment on users
- User deactivation versus deletion
- Effects of deactivating a user
- Freezing a user versus deactivation
- Password reset and account unlock
- Login-as and grant login access
- User login methods and identity options
- Implications of changing a user's license
Explain the various organization Security Controls
0/12
- My Domain org login URL
- Organization and profile password policies
- Profile login hours
- Network Access trusted IP ranges
- Profile login IP ranges
- Identity verification methods and challenges
- Security tokens for API logins
- Organization session settings
- Setup Audit Trail
- Login History
- Agentforce agent access
- Security Health Check scores and baselines
Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model
0/15
- Org-wide defaults for record access
- Controlled by Parent org-wide defaults
- Internal versus external organization-wide defaults
- Role hierarchy and subordinate access
- Grant Access Using Hierarchies
- Owner-based and criteria-based sharing rules
- Sharing to roles versus subordinates
- Public groups in the sharing model
- Account, opportunity, and case teams
- Manual sharing of individual records
- Report and dashboard folder access
- Object and field permissions versus record-level sharing
- Sharing tools as additive exceptions versus restriction rules
- Implicit sharing and role settings for account child records
- Sharing Hierarchy for explaining who can access a record
Given a scenario, determine the appropriate use of a custom profile or permission set
0/12
- Custom profiles versus permission sets
- Standard profile cloning for customization
- Profile-only settings versus permission set capabilities
- Object permissions on profiles and permission sets
- Field-level security on profiles and permission sets
- App and tab visibility on profiles and permission sets
- Administrative permissions on profiles and permission sets
- Record type access in profiles versus permission sets
- Permission set groups for job functions
- Muting permissions in a permission set group
- Effective access from profiles and permission sets
- License restrictions on permission set assignment
- Standard versus custom objects
- Standard CRM object relationship architecture
- Account hierarchy and Parent Account
- Person Accounts versus business accounts
- Lead conversion related-object model
- Master-detail versus lookup relationships
- Master-detail deletion, ownership, and sharing
- Lookup relationship delete options
- Junction objects for many-to-many
- Hierarchical relationships
- Schema Builder for objects and relationships
- Master-detail field settings for reparenting and record access
- Standard objects that link CRM records many-to-many
- Primary versus secondary master on a junction object
- Custom field creation on standard and custom objects
- Standard field customization
- Picklist and multi-select field configuration
- Controlling fields for picklist dependencies
- Picklist value deactivation versus deletion
- Auto-number field configuration
- Formula field configuration
- Cross-object formula fields
- Roll-up summary relationship rules
- Supported roll-up aggregate functions
- Lookup filters on relationship fields
- Custom field type conversion
- Lookup versus master-detail field conversion
- Page layout sections and field placement
- Page-layout required versus field-level security
- Custom field deletion and recovery
- Deleting fields used by roll-up summaries
- Deleting fields used by cross-object formulas
- Deleting fields used in picklist dependencies
- Deleting lookup and master-detail fields
- Page layouts versus Lightning record pages
- Page layout assignment by profile and record type
- Compact layouts for record highlights
- Lightning App Builder page types
- Lightning record page assignment
- Visibility on Lightning record pages
- Page layouts versus record types
- Record type availability and defaults on profiles
- Picklist values by record type
- Business processes and record types
- Object-specific quick actions
- Global actions and publisher layouts
- Action layouts and predefined field values
- Quick action availability with record types
- Leads versus opportunities
- Working opportunities through the pipeline
- Path and Kanban for sales stages
- Lead processes versus opportunity sales processes
- Opportunity teams and opportunity splits
- Products, price books, and opportunity products
- Sales dashboards for pipeline visibility
- Einstein Lead Scoring
- Opportunity scoring versus grading
- Einstein Home page assistant
- Collaborative Forecasts types
- Forecast categories versus opportunity stages
- Forecast users, hierarchy, and quotas
- Forecast adjustments
- Territory management versus role hierarchy
- Territory models and assignment
- Web-to-Lead capture and routing
- Lead assignment rules and default owners
- Lead auto-response rules
- Lead conversion record outcomes
- Existing account and contact matching on convert
- Custom field mapping on lead conversion
- Campaign tracking for marketing initiatives
- Marketing User access for campaigns
- Leads and contacts as campaign members
- Ways to add campaign members
- Campaign member statuses
- Campaign membership after lead conversion
- Campaign hierarchy and rolled-up statistics
- Primary campaign source on opportunities
- Lead queues for shared lead ownership
- Case records and standard fields
- Create, update, and close cases
- Web-to-Case public intake
- Email-to-Case message intake
- Case queues and membership
- Case assignment rule routing
- When case assignment rules evaluate
- Parent and child case relationships
- Service Console case workspace
- Entitlements and customer support levels
- Manual case ownership changes and notification
- Default Case Owner setting and unmatched cases
- Support processes and case record types
- Case auto-response rules
- Case escalation rules
- Entitlement processes and case milestones
- Einstein for Service case automation
- Support Settings case notification and email template options
- Tasks versus events
- Task lists and assignment
- Relating activities to people and records
- Shared Activities for multiple contacts
- Group tasks versus event invitees
- Recurring tasks and events
- Activity reminders and notifications
- User, public, and resource calendars
- Calendar sharing and visibility
- Activity Timeline versus related lists
- Activity roll-up to related accounts
- Activity sharing and access
- Enabling activities on custom objects
- Reporting on tasks and events
- Finding and editing archived activities
- Activity custom fields and task and event page layouts
- Chatter publisher and feed features
- Chatter feed tracking
- Chatter org settings and email notifications
- Chatter group types and member access
- Chatter group roles and membership
- Broadcast Chatter groups
- External users in Chatter groups
- Chatter licenses for internal and external users
- Restricting who can create and own Chatter groups
- Chatter visibility rules for records, mentions, and shared posts
- Salesforce mobile app versus mobile browser
- Lightning pages for the Salesforce mobile app
- Compact layouts for mobile record highlights
- Lightning app customization for mobile users
- App menu and App Launcher on mobile
- Lightning page visibility for mobile users
- Branding for the Salesforce mobile app
- Mobile Launchpad and landing app pages
- AppExchange and AgentExchange application use cases
- Managed versus unmanaged packages
- AppExchange and AgentExchange publishing eligibility
- AgentExchange prompt listings
- AppExchange and AgentExchange flow listings
- AgentExchange package installation
- Data Import Wizard versus Data Loader
- CSV preparation for data import
- Record matching for import updates and upserts
- Parent lookups when importing related records
- Mass Transfer Records for ownership changes
- Related records included in account transfers
- Mass Delete Records from Setup
- Recycle Bin recovery after mass delete
- Data Export Service for org backups
- Data Loader export versus Data Export Service
- Data archival versus backup and delete
- User permissions for import and mass delete
- Troubleshooting failed imports and checking import job status
- Validation rule configuration and evaluation
- Validation rules versus page-layout and field required
- Matching rules versus duplicate rules
- Matching methods and matching criteria
- Standard matching rules for leads, accounts, and contacts
- Duplicate rule actions on create and edit
- Duplicate rule comparison and user record access
- Cross-object matching for leads
- Identifying existing duplicate records
- Merging duplicate accounts, contacts, and leads
- Validation and duplicate rules on import
- Duplicate rule behavior for API and import
- Report versus report type
- Standard versus custom report types
- Custom report type object joins
- Report type with or without records
- Report type field layout and renaming
- Tabular, summary, and matrix report formats
- Report filters and filter logic
- Cross filters on reports
- Grouping subtotals and grand totals
- Hide details on grouped reports
- Row-level and summary report formulas
- Bucket fields on reports
- Report chart settings
- Joined reports versus report type joins
- Troubleshooting unavailable report fields
- Custom report type deployment status and report access
- Record sharing and report row visibility
- My versus My team's report visibility filters
- Field-level security in report columns
- Report folder structure and sharing
- Report folder access levels
- Report user permissions versus folder access
- Dashboard widget types
- Dashboard component source reports
- Dashboard chart types and settings
- Dashboard filters
- View Dashboard As versus dynamic dashboards
- Dashboard org licensing limits
- Dashboard subscriptions
- Scheduled dashboard refresh
- Case assignment rules versus escalation or Flow
- Lead assignment rules versus Flow
- Case escalation rules versus assignment or Flow
- Default automation user versus running user
- AI versus rules or Flow for automation
- Screen versus record-triggered versus autolaunched flows
- Flow variables and resources
- Get, Create, Update, and Delete records in Flow
- Screen elements and input components in Flow
- Screen flow launch and distribution options
- Record-triggered flow object and entry configuration
- Entry conditions versus Decision elements
- Before-save versus after-save record-triggered flows
- Scheduled paths on record-triggered flows
- Autolaunched subflows for reusable logic
- Schedule-triggered autolaunched flows
- Record-triggered flows in the save order of execution
- Flow activation and version management
- Manage Flows versus Run Flows permissions
- Ordering multiple record-triggered flows on one object
- Custom Error element versus validation rules
- Flow fault paths and error notifications
- Debugging and testing flows before activation
- Flow running context and user access to run flows
- When to use an approval process
- Approval process entry criteria
- Submission eligibility and Submit for Approval
- Initial submission actions
- Record locking during pending approval
- Approver assignment options
- Approval step criteria and skipped steps
- Multiple approvers on one approval step
- Delegated approvers for approval requests
- Step approval, rejection, and recall
- Final approval versus final rejection actions
- Process order for multiple approval processes
- Activating, editing and deleting approval processes
- Email approval response and approval request notifications
- Approval history and pending approval visibility
- Approver record access and administrator responses to requests
- Automatically submitting records for approval
- Agentforce capabilities and characteristics
- Agentforce use cases for employees and customers
- When an Agentforce agent is the right tool
- Agentforce security and data access
- Troubleshooting Agentforce permissions
- Where agents can be deployed and accessed
- Agent Builder guided setup
- Topic instructions in Agent Builder
- Installing prompts and instructions in Agent Builder
- Prompt and instruction maintenance in Agent Builder
- Conversation preview in Agent Builder
- Topic names and classification descriptions for routing
- Agent-level instructions versus topic instructions
- Action instructions and input instructions for action selection
- Topic instructions versus action logic for strict business rules
- Agent versions for changing a live agent
- Agent activation, deactivation and ongoing conversations
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