Salesforce Certified Platform Administrator II Preparation Details
The Salesforce Certified Platform Administrator II exam tests advanced security, automation, and data management skills on the Salesforce Platform. This guide maps every exam objective to current Salesforce documentation for focused study. Work through each domain in order to build a picture before exam day. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills.
Salesforce Certified Platform Administrator II Materials
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Security and Access: 20%
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).
Sharing and Record Access Features
Set Your Organization-Wide Sharing Defaults
Controlling Access Using the Role Hierarchy
Access Levels for Report and Dashboard Folders
Considerations for Email Template Folders and Sharing
Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration.
Delegate Administrative Duties
Permissions and Access Settings
Given a scenario, determine the implications of user authentication.
Multi-Factor Authentication for Salesforce Orgs
Restrict Login IP Addresses in Profiles
Compare and contrast the capabilities of a complex business model (Person accounts, Account, Contacts, and Contact to multiple Accounts).
Comparing Contacts to Multiple Accounts to Other Options
Objects and Applications: 19%
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).
Design Your Own Data Model With Schema Builder
Create a Custom Object from a Spreadsheet in Lightning Experience
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).
Customize Lightning Apps with the Lightning App Builder
Break Up Your Record Details with Dynamic Forms
Standard Lightning Page Components
Salesforce Console in Lightning Experience
Gain Insight About Page Performance with the Lightning Usage App
Auditing and Monitoring: 10%
Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail).
Monitor Setup Changes with Setup Audit Trail
Explain how to ensure sensitive data is set up to support a business/legal/compliance use case in production and sandbox environments.
Set Up Data Classification Metadata
Strengthen Your Data’s Security with Shield Platform Encryption
General Shield Platform Encryption Considerations
Explain how to review and troubleshoot security settings including pending updates that may change system access.
Salesforce Security Health Check
Cloud Applications: 11%
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.
Salesforce Forecasting Elements
Explain how to create and maintain Salesforce Knowledge (article record types, data categories).
Create a Knowledge Base with Salesforce Knowledge
Set Up and Configure Lightning Knowledge
Create and Modify Category Groups
Explain how to create and maintain service entitlements and entitlement processes.
What’s Entitlement Management?
Entitlement Management Setup Checklist
Planning for Entitlement Management
Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel).
Use Case Feed in Salesforce Classic
Set Up Chat in Lightning Experience
Salesforce Console in Lightning Experience
Given a scenario, understand the standard Salesforce suite of products that enable extending the core platform.
Before You Install an AppExchange Package
Extend Your Org with AppExchange Packages
Data and Analytics Management: 13%
Explain the tools and best practices for assessing, improving, and enriching data quality (data types, validation, managing duplicates, enriching, archiving).
Update Contacts with Third-Party Data
Create Reports on Duplicate Records
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).
Report on Historical Data with Reporting Snapshots
Combine Different Types of Information in a Joined Report
Add a Summary Formula Column to a Report
Filter Across Objects with Cross 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).
Work with External Data Sources
Access External Data With Salesforce Connect
Given a scenario, identify the appropriate tools and methods for importing data into Salesforce (data import wizard, data loader, and external ID).
Import Data with the Data Import Wizard
Import Related Records with an External ID in Salesforce Data Loader
Environment Management and Deployment: 7%
Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange – managed/unmanaged).
Sandboxes: Staging Environments for Customizing and Testing
Components Available in Change Sets
Describe the capabilities and best practices for using change sets to move metadata between environments.
Select Components for an Outbound Change Set
View and Add Dependent Components to a Change Set
Permission Sets and Profile Settings in Change Sets
Process Automation: 20%
Given a complex scenario, determine the solution using the best tool or combination of tools to solve a business problem.
Automate Your Business Processes with Salesforce Flow
Choose Which Salesforce Flow Feature to Use
Salesforce Automation Best Practice Guide
Given a scenario, identify the appropriate tool or method for troubleshooting declarative automation.
Troubleshooting Flow Run Time Errors
Test or Troubleshoot Flows with the Flow Builder Debugger
Monitoring and Managing Paused and Failed Flow Interviews
Given a scenario, explain the capabilities and limitations of each declarative automation tool.
Salesforce Workflow Rules & Process Builder End of Support
Considerations for Designing Processes
Understand the implications of the order of execution when using automation tools.
Triggers and Order of Execution
Define the Run Order of Record-Triggered Flows for an Object
Considerations for Processes in Transactions
Wrapping Up Salesforce Certified Platform Administrator II
This guide covered every domain of the Salesforce Certified Platform Administrator II exam, from sharing and security to process automation and deployment. Working through each objective with official Salesforce documentation builds the depth of knowledge this advanced exam expects. Keep practicing in a sandbox as you review, and you’ll walk into exam day prepared. You can also explore more Salesforce certification study guides on the Salesforce Certification category to keep building your skills. Have a question or tip? Leave a comment below.
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