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Tracks: Platform Admin II

Platform Admin II

Security and Access

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Security and Access

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)

Start

Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration

Given a scenario, determine the implications of user authentication

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

Objects and Applications

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)

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)

Auditing and Monitoring

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

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

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

Cloud Applications

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

Distinguish and understand the implications and capabilities of Forecasting and Territory Management

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

Explain how to create and maintain service entitlements and entitlement processes

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

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

Data and Analytics Management

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

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)

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)

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

Environment Management and Deployment

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

Describe the capabilities and best practices for using change sets to move metadata between environments

Process Automation

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

Given a scenario, identify the appropriate tool or method for troubleshooting declarative automation

Given a scenario, explain the capabilities and limitations of each declarative automation tool

Understand the implications of the order of execution when using automation tools

Track progress

0%

0 of 189 nodes complete

Checklist progress

0/215 (0%)

0 of 215 concepts learned

View study checklist