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Study Checklist
Platform Administrator II
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Study Progress
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Security and Access
20%
0/33
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).
0/13
Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration.
0/7
Given a scenario, determine the implications of user authentication.
0/8
Compare and contrast the capabilities of a complex business model (Person accounts, Account, Contacts, and Contact to multiple Accounts).
0/5
Objects and Applications
19%
0/20
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).
0/11
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).
0/9
Auditing and Monitoring
10%
0/13
Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail).
0/7
Explain how to ensure sensitive data is set up to support a business/legal/compliance use case in production and sandbox environments.
0/4
Explain how to review and troubleshoot security settings including pending updates that may change system access.
0/2
Cloud Applications
11%
0/30
Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes.
0/6
Distinguish and understand the implications and capabilities of Forecasting and Territory Management.
0/7
Explain how to create and maintain Salesforce Knowledge (article record types, data categories).
0/4
Explain how to create and maintain service entitlements and entitlement processes.
0/4
Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel).
0/7
Given a scenario, understand the standard Salesforce suite of products that enable extending the core platform.
0/2
Data and Analytics Management
13%
0/21
Explain the tools and best practices for assessing, improving, and enriching data quality (data types, validation, managing duplicates, enriching, archiving).
0/5
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).
0/11
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).
0/3
Given a scenario, identify the appropriate tools and methods for importing data into Salesforce (data import wizard, data loader, and external ID).
0/2
Environment Management and Deployment
7%
0/12
Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange - managed/unmanaged).
0/6
Describe the capabilities and best practices for using change sets to move metadata between environments.
0/6
Process Automation
20%
0/30
Given a complex scenario, determine the solution using the best tool or combination of tools to solve a business problem.
0/8
Given a scenario, identify the appropriate tool or method for troubleshooting declarative automation.
0/4
Given a scenario, explain the capabilities and limitations of each declarative automation tool.
0/11
Understand the implications of the order of execution when using automation tools.
0/7