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Platform Administrator

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Platform Administrator

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

0/282Learned

Company Information page contents
Organization default locale language and time zone
Standard versus custom fiscal year
Business hours and holidays
Multi-currency enablement and corporate currency
Advanced Currency Management and dated exchange rates
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
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
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
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
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

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
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

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
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

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
Support processes and case record types
Case auto-response rules
Case escalation rules
Entitlement processes and case milestones
Einstein for Service case automation

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
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
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

Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data

0/12

Data Import Wizard versus Data Loader

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CSV preparation for data import

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Record matching for import updates and upserts

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Parent lookups when importing related records

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Mass Transfer Records for ownership changes

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Related records included in account transfers

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Mass Delete Records from Setup

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Recycle Bin recovery after mass delete

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Data Export Service for org backups

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Data Loader export versus Data Export Service

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Data archival versus backup and delete

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User permissions for import and mass delete

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Describe the capabilities and implications of data validation tools

0/12

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

Describe the options available when creating or customizing a report or report type

0/15

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

Describe the impact of the sharing model on reports

0/6

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

Describe the options available when creating and modifying dashboards

0/8

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
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

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
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

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Related records included in account transfers

Explainer

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Practice Question

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Next conceptMass Delete Records from Setup

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Explainer

When you transfer an account to a new owner, Salesforce also moves a defined set of related records so the new owner inherits the people and open work attached to that account. Some related items always follow the current account owner; others move only if you select them during the transfer. Workflow rules that change an owner do not carry those related items the way a Change Owner transfer does.

Core information

Transferring an account changes more than the account owner: associated items the current owner owns can move with the account, and you can optionally include other related records.

More details and nuances

Workflow rules that update owners do not also transfer associated items. To move related records, use Change next to the owner's name and make your transfer selections.