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Platform Developer II

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0/271Learned

Platform Developer 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
  • Slack Administrator

Checklist progressProgress

0/271Learned

  • Custom labels for translated text in Apex, Visualforce and Lightning components
  • Translated picklist and record type values: toLabel() versus describe labels
  • User locale and time zone effects on Apex date, time and number methods
  • FORMAT() for locale-formatted SOQL results
  • Record currency (CurrencyIsoCode) after enabling multiple currencies
  • convertCurrency() in SOQL and SOSL select lists
  • Currency comparisons in SOQL WHERE and ORDER BY clauses
  • Currency of SOQL aggregate results in multi-currency orgs
  • Static versus dated exchange rates in Apex (CurrencyType, DatedConversionRate)
  • Apex that works in both single-currency and multi-currency orgs
  • Apex managed sharing versus declarative sharing features
  • Share object naming and field structure
  • Share access levels relative to organization-wide defaults
  • Sharing with roles, public groups, and territories through UserOrGroupId
  • Manual sharing versus Apex managed sharing created in code
  • Apex sharing reasons and RowCause references in code
  • Sharing context for Apex that creates or reads share records
  • Share table records versus implicit and hierarchy-derived access
  • Apex managed sharing recalculation classes
  • Testing Apex managed sharing logic
  • Custom metadata types versus custom settings for app configuration
  • List versus hierarchy custom settings
  • Hierarchy custom setting value resolution in Apex
  • Reading custom metadata type records in Apex
  • Custom metadata relationship fields for object and field mappings
  • Custom metadata and custom settings in formulas, validation rules and flows
  • Creating and updating custom metadata records from Apex
  • Custom settings and custom metadata records in Apex tests
  • Protected custom settings and custom metadata for application secrets
  • Migrating list custom settings to custom metadata types

Given a scenario, identify the considerations of interactions between multiple processes, both declarative and programmatic

0/7

  • Before-save sequencing of record-triggered flows, triggers, and validation rules
  • After-save sequencing of triggers, rules, processes, and flows through commit
  • Execution order among multiple triggers and flows on one object
  • Legacy workflow and process field updates and trigger re-execution
  • Recursion and cascading saves across related-object automations
  • Shared governor limits across flows, triggers, and Apex in one transaction
  • Asynchronous handoffs from triggers and record-triggered flows

Given a scenario, propose and justify the optimal programmatic or declarative solution

0/8

Record-triggered Flow versus Apex trigger selection by automation density

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Before-save flows versus after-save flows and before triggers for same-record updates

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Validation rules versus Apex trigger addError for data integrity

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Formula and roll-up summary fields versus code-maintained values

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Invocable Apex methods called from Flow in the hybrid pattern

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Declarative Flow callouts versus Apex callouts for outbound requests

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Scheduled flows and scheduled paths versus Scheduled Apex and Batch Apex

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Screen flows versus custom Lightning web components for guided processes

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Demonstrate knowledge of the best practices for writing Apex triggers

0/7

  • Before versus after trigger events for record updates
  • Trigger context variable availability across events
  • Bulk-safe related-record queries in triggers
  • Collecting trigger changes for bulk DML
  • Limiting trigger work to records with relevant field changes
  • Trigger recursion control within a transaction
  • Trigger handler frameworks and single-trigger-per-object design

Describe and use the Apex features available for error handling and maintaining transactional integrity

0/9

  • Exception flow through try, catch, and finally blocks
  • Defining and throwing custom exception classes
  • Transaction boundaries and rollback on unhandled exceptions
  • All-or-none DML statements versus partial-success Database methods
  • Savepoints and Database.rollback for partial undo
  • Blocking record saves from triggers with addError
  • Governor limit exceptions and proactive Limits class checks
  • Failure handling across Batch Apex execute chunks
  • Transaction Finalizers for queueable job recovery

Demonstrate how and where to use advanced keywords in a SOQL query structure

0/15

  • Clause order and keyword placement in a SOQL SELECT statement
  • WHERE clause logic with nested conditions, date literals and date functions
  • Multi-select picklist filtering with INCLUDES and EXCLUDES
  • Parent-to-child subqueries and child-to-parent relationship traversal
  • Semi-joins and anti-joins with IN and NOT IN subqueries
  • Polymorphic relationship queries with TYPEOF
  • Paging query results with LIMIT, OFFSET and ORDER BY
  • Aggregate queries with GROUP BY and HAVING in Apex
  • Subtotals with GROUP BY ROLLUP, GROUP BY CUBE and GROUPING()
  • FIELDS() keyword support in Apex queries
  • Filtering records by ownership scope with USING SCOPE
  • WITH USER_MODE versus WITH SECURITY_ENFORCED in Apex queries
  • WITH DATA CATEGORY filtering of Knowledge articles and questions
  • Record locking with FOR UPDATE for concurrent updates
  • Querying deleted and archived records with ALL ROWS

Analyze a set of requirements and determine the benefits of using asynchronous Apex coding

0/10

  • Benefits of moving Apex logic to asynchronous execution
  • Future method signature and invocation constraints
  • Mixed DML operations and asynchronous isolation
  • Queueable Apex versus future methods
  • Chaining Queueable jobs for sequential processing
  • Batch Apex design for large data volumes
  • Scheduled Apex with the Schedulable interface
  • Choosing among Queueable, Batch, Scheduled, and future Apex
  • Asynchronous invocation limits across execution contexts
  • Monitoring and aborting asynchronous Apex jobs

Given a scenario and requirements, identify the appropriate dynamic Apex feature to use in the solution

0/11

  • Schema describe tokens versus describe results and global describe cost
  • Field describe metadata and dynamic picklist value retrieval
  • Record type IDs from describe versus SOQL on RecordType
  • Dynamic SOQL with Database.query and bind variables
  • SOQL injection prevention in dynamic queries
  • Dynamic SOSL searches with Search.query
  • Dynamic DML and generic sObject handling at run time
  • Field sets and dynamic Visualforce bindings for configurable field lists
  • Describe-based CRUD and FLS checks versus stripInaccessible and user mode
  • Dynamic class instantiation with Type.forName
  • Dynamic Apex for packages and feature-optional orgs

Given a scenario, identify the appropriate publish / subscribe logic for platform events

0/10

  • Publishing event messages from Apex with EventBus.publish
  • Publish Immediately versus Publish After Commit behavior
  • Selecting among Apex, flow, and external API event publishers
  • Apex trigger subscriber execution context for platform events
  • Configuring platform event trigger running user and batch size
  • Retrying and resuming platform event triggers after failures
  • Subscribing to platform events in LWC with lightning/empApi
  • Selecting among Apex trigger, flow, Pub/Sub API, and CometD subscribers
  • Recursive publish loops and platform event anti-patterns
  • Platform events versus Change Data Capture and other event-driven options

Given a scenario, apply the programmatic integration techniques and platform features for inbound and outbound communication

0/11

  • Apex HTTP callouts to external REST services
  • Named credentials versus remote site settings for callout endpoints
  • Serializing and deserializing JSON integration payloads in Apex
  • SOAP callouts with WSDL2Apex-generated classes
  • Mocking HTTP and SOAP callouts in Apex tests
  • Request and Reply versus Fire and Forget remote process invocation
  • Exposing Apex classes as custom REST web services
  • Exposing Apex methods as SOAP web services
  • Custom Apex services versus standard Salesforce APIs for inbound calls
  • Running user and data security in inbound Apex web services
  • Salesforce Connect external objects versus data replication
  • Exposing Apex controller methods to LWC and Aura components
  • Cacheable Apex methods and the wire service
  • Wiring Apex to a property versus a function
  • Passing parameters from a Lightning web component to Apex
  • Wire service versus imperative Apex calls
  • Refreshing stale Apex data after a component update
  • Aura client controller calls to Apex server-side actions
  • Returning wrapper classes and complex types from Apex to components
  • Lightning Data Service versus custom Apex for record data
  • Enforcing sharing and field-level security in AuraEnabled controllers
  • Visualforce action methods, apex:param, and PageReference navigation
  • Partial page refresh with reRender and actionRegion
  • apex:actionStatus feedback during AJAX requests
  • Choosing among Visualforce AJAX action and polling components
  • JavaScript remoting with @RemoteAction versus actionFunction
  • Visualforce Remote Objects for DML from JavaScript
  • AuraHandledException versus unhandled Apex exceptions in component controllers
  • Wired Apex method error handling in Lightning web components
  • Imperative Apex error handling with async/await versus promise chains
  • Toast notifications for error feedback in LWC and Aura
  • Aura server-side action callback error states
  • Visualforce page messages for controller validation and exceptions
  • Trigger addError for record-level and field-level error display
  • Field-level validation feedback in LWC forms
  • Flow fault paths with custom error messages for screen flow users
  • errorCallback as an error boundary in Lightning web components
  • Choosing Lightning Web Components versus Aura for new development
  • Exposing LWC and Aura components to Lightning pages and quick actions
  • Wrapping a Lightning web component in an Aura container
  • Requirements where Visualforce remains the fitting solution
  • Choosing a Visualforce standard controller, extension, or custom controller
  • Rebuilding Visualforce as LWC versus reusing it in Lightning Experience
  • Embedding Lightning components in Visualforce pages
  • Supported form factors in LWC configuration files and Aura design resources
  • Responsive column sizing with lightning-layout and SLDS grid classes
  • Rendering LWC markup by device form factor with the formFactor module
  • Aura $Browser global value provider for device-specific markup
  • Width-aware components with flexipageRegionWidth
  • Parent-to-child communication through public properties and methods
  • LWC child-to-parent communication with custom events
  • LWC event propagation with bubbles and composed
  • Lightning message service publish and subscribe in LWC
  • Lightning message service across Aura components and Visualforce pages
  • Aura component event registration, firing, and handling
  • Aura component events versus application events
  • Sending events from an LWC to an enclosing Aura component
  • Choosing a component communication mechanism by containment relationship
  • Static resources versus Documents and externally hosted files
  • Referencing static resources and archive files in Visualforce pages
  • Importing static resource URLs in Lightning web components
  • Loading third-party libraries in LWC with platformResourceLoader
  • Aura static resources with $Resource and ltng:require
  • Static resource cache control and load-time benefits
  • Reusable test data with @testSetup and test data factories
  • SeeAllData and environment-independent test data
  • Test.startTest and Test.stopTest governor limit context
  • Exposing private members to test methods with @TestVisible
  • Bulk, positive, and negative testing of Apex triggers
  • Asserting expected exceptions in negative tests
  • System.runAs for permission and sharing-based tests
  • Avoiding mixed DML errors in test methods
  • Testing batch, queueable, future, and scheduled Apex
  • Testing platform event publishing and subscriber triggers
  • HttpCalloutMock and Test.setMock for testing HTTP callouts
  • WebServiceMock for testing WSDL2Apex SOAP callouts
  • Sequencing test data DML and mock callouts in one test method
  • Unit testing Apex REST resource classes
  • Testing SOSL queries with Test.setFixedSearchResults
  • Dependency injection to make Apex classes stubbable
  • Building stubs with the StubProvider interface and Test.createStub
  • Apex Stub API mocking limitations
  • LWC Jest test structure and DOM lifecycle in jsdom
  • Awaiting asynchronous rerendering in LWC Jest tests
  • Simulating user input and asserting fired events in Jest
  • Mocking wire service data and errors in Jest
  • Mocking imperative Apex and module imports in Jest
  • Running and debugging LWC Jest tests locally
  • Choosing Jest, Aura component tests, or end-to-end testing
  • Debug mode for Lightning component JavaScript
  • Chrome DevTools breakpoints versus debugger statements
  • Apex tests for @AuraEnabled controller methods and errors
  • Testing Visualforce custom controllers and controller extensions
  • Debugging Visualforce controller execution and performance in the Log Inspector
  • Trace flags and debug log levels for capturing a usable log
  • Log Inspector panels for tracing execution and limit consumption
  • Instrumenting code with System.debug logging levels and Limits methods
  • Exception details for locating the failing line and record
  • Debugging a failing Apex test with Apex Replay Debugger
  • Finding uncovered lines and stale code coverage results
  • Diagnosing failed or silent asynchronous and event-driven Apex
  • Intermittent test failures from parallel test execution
  • Query Plan tool for diagnosing non-selective query failures
  • Org development versus package development versus change set models
  • Scratch orgs versus sandbox types across release stages
  • Salesforce DX project structure and configuration files
  • Source tracking to sync a local project with an org
  • Manifest, source-directory and metadata-based deploy and retrieve
  • Apex test levels and coverage requirements in production deployments
  • Validation-only deployments and quick deploy
  • Choosing a deployment mechanism for the team and change type
  • Developer Console versus VS Code, Code Builder, and Salesforce CLI
  • Unlocked packages versus managed and unmanaged packages
  • Scratch-org-based continuous integration and delivery pipelines
  • Visualforce view state size reduction
  • Visualforce page asset and markup optimization
  • JavaScript remoting versus action components for Visualforce responsiveness
  • Paging large record sets in Visualforce and Lightning components
  • Diagnosing slow Visualforce pages with the Developer Console and testing
  • Client-side caching with cacheable Apex versus Lightning Data Service
  • Reducing DOM size with conditional rendering and lazy instantiation
  • Expensive LWC event handlers: debouncing and CSS-based styling
  • Base components versus third-party UI libraries in LWC
  • Chrome DevTools performance profiling for Lightning web components
  • Aura performance warnings, rendering anti-patterns and debug mode
  • Selective SOQL filters, indexed fields and the query optimizer
  • Non-selective SOQL filter patterns and how to restructure them
  • Custom indexes versus skinny tables for slow large-object queries
  • Parent-to-child subqueries and child-to-parent relationship queries
  • SOSL versus SOQL for text search on large data sets
  • SOQL for loops versus list queries for heap-safe processing
  • Batch Apex with QueryLocator for large record volumes
  • Read-only mode for queries beyond synchronous row limits
  • Bulk API queries and PK chunking for large extracts
  • Data skew types and record-lock contention in bulk updates
  • Org versus session Platform Cache and choosing what to cache
  • Cache-aside pattern and cache-miss handling in Apex
  • Data tiering with big objects versus external objects
  • SOQL against big object index fields
  • Performance benefits of Continuation callouts for slow external services
  • Continuation action method and callback method structure
  • Continuation callback return values and the Visualforce request lifecycle
  • Continuations from Lightning components and JavaScript remoting
  • Parallel versus chained callouts and Continuation limits
  • Continuation versus future or Queueable Apex for user-facing callouts
  • Moving trigger and post-DML callouts to future or Queueable Apex
  • When to apply separation of concerns in Salesforce applications
  • Service layer reuse across controllers, batch jobs and API entry points
  • Service method design: bulk callers, sharing and caller-neutral naming
  • Domain classes and trigger handlers for reusable object-level logic
  • Selector layer for centralized and consistent SOQL
  • Interfaces versus abstract and virtual classes for reusable Apex behavior
  • Invocable Apex actions for sharing logic with Flow
  • Reusable JavaScript and composition in LWC and Aura components
  • Visualforce custom components versus templates versus apex:include
  • SOQL queries inside loops and bulkified query refactoring
  • DML statements inside loops versus bulk DML on collections
  • Redundant sequential queries and query consolidation
  • Map-keyed lookups and collection methods versus nested loops
  • Filtering in SOQL versus filtering in Apex code
  • Aggregate calculations in SOQL versus Apex loops
  • Describe call efficiency for known sObject types
  • Visualforce controller getter efficiency and lazy loading
  • Asynchronous method invocations inside loops and triggers

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  1. Platform Developer II Checklist
  3. Process Automation, Logic, and Integration

Validation rules versus Apex trigger addError for data integrity

Explainer

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Practice Question

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Next conceptFormula and roll-up summary fields versus code-maintained values

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  1. Platform Developer II Checklist
  3. Process Automation, Logic, and Integration
Validation rules versus Apex trigger addError for data integrity

Explainer

Learn More

Practice Question

Keep going

Next conceptFormula and roll-up summary fields versus code-maintained values

Explainer

Salesforce offers two main ways to stop bad data from being saved. Validation rules are declarative formulas that block a save when they evaluate to True. Apex triggers can call addError() on a record or field to block a DML operation, and validation rules are preferred for data integrity because trigger validation is less efficient and more complex.
Core information
  • A validation rule contains a formula or expression that evaluates one or more fields and returns True or False. The formula describes the invalid condition, so True means the data is bad: the save is blocked and the rule's error message displays.
More details and nuances
  • Validation rules apply to new and updated records. addError() works on Trigger.old records in a delete trigger, so a trigger can block a delete with a custom message.

Explainer

Salesforce offers two main ways to stop bad data from being saved. Validation rules are declarative formulas that block a save when they evaluate to True. Apex triggers can call addError() on a record or field to block a DML operation, and validation rules are preferred for data integrity because trigger validation is less efficient and more complex.
Core information
  • A validation rule contains a formula or expression that evaluates one or more fields and returns True or False. The formula describes the invalid condition, so True means the data is bad: the save is blocked and the rule's error message displays.
More details and nuances
  • Validation rules apply to new and updated records. addError() works on Trigger.old records in a delete trigger, so a trigger can block a delete with a custom message.