Salesforce Certified Platform Administrator II Exam Prep

Elevate Your Salesforce Expertise with the Platform Administrator II Certification

Ready to go beyond basic Salesforce administration? The Salesforce Certified Platform Administrator II credential validates your ability to build and optimize sophisticated Salesforce solutions that drive real business impact. This advanced certification proves you can leverage the full power of the Salesforce platform to deliver scalable, innovative results.

Why Become a Platform Administrator II?

Earning this certification demonstrates your proficiency in:

• Sales & Service Cloud Configuration: Confidently configure and extend Sales and Service Cloud to meet unique business requirements.
• Process Automation: Automate complex business processes using powerful tools like Flows, Approvals, and Workflows.
• Advanced Analytics: Deliver insightful analytics with advanced reports, dynamic dashboards, and custom reporting solutions.
• Data Security: Safeguard data quality and enforce robust security measures at an enterprise level.
• Staying Current: Embrace new Salesforce features and updates as they are released.

Who Should Take This Exam?

This program is designed for experienced Salesforce Administrators who:

• Possess the Salesforce Platform Administrator certification (or equivalent practical experience).
• Have a proven track record of managing and optimizing Salesforce environments.
• Are prepared to apply best practices, design scalable solutions, and anticipate evolving business needs.

Exam Details at a Glance:

• Format: 60 multiple-choice/multiple-select questions (+5 unscored)
• Time: 105 minutes
• Passing Score: 65%
• Cost: $200 (Retake: $100 + taxes)
• Delivery: Proctored onsite or online
• Version: Based on the Summer ’22 release

Why This Matters for Your Career

The Platform Administrator II credential positions you as a strategic advisor, not just an administrator. You'll be equipped to unlock Salesforce's full potential, optimize business processes, and guide your organization toward success.

Exam Outline: Key Areas Covered

The Salesforce Platform Administrator II exam assesses your knowledge and skills across these critical areas:

• Security and Access (20%):
  • Understand and apply Salesforce's sharing model, including hierarchical sharing, controlled by parent, and grant access by hierarchies.
  • Manage access to dashboards, report folders, and email folders.
  • Compare and contrast custom profiles, permission sets, and delegated administration.
  • Evaluate user authentication implications.
  • Manage complex business models involving Person Accounts, Accounts, Contacts, and Contact-to-Multiple Accounts relationships.
• Objects and Applications (19%):
  • Choose the right solution to enhance Salesforce objects using master-detail, lookup, junction, and related list relationships.
  • Utilize Schema Builder and Object Creator effectively.
  • Enhance the user experience with applications: App Manager, Lightning App Builder, Dynamic Forms, Lightning Page Components, Console, and Lightning Page Analyze button.
• Auditing and Monitoring (10%):
  • Employ debugging logs and audit trails to monitor and troubleshoot system activity.
  • Ensure sensitive data is configured for business, legal, and compliance requirements in both production and sandbox environments.
  • Review and troubleshoot security settings, including pending updates.
• Cloud Applications (11%):
  • Describe Salesforce features for sales processes: products, price books, schedules, orders, and quotes.
  • Understand Forecasting and Territory Management capabilities and implications.
  • Create and maintain Salesforce Knowledge articles with various record types and data categories.
  • Manage service entitlements and entitlement processes.
  • Utilize Chat, Case Feed, Service Cloud Console, Experience Cloud sites, and Omni-Channel for customer interaction.
  • Understand standard Salesforce products for platform extension.
• Data and Analytics Management (13%):
  • Assess, improve, and enrich data quality using data types, validation rules, duplicate management, and data enrichment techniques.
  • Select appropriate analytic tools for complex reporting: custom report types, reporting snapshots, charting, formulas, bucketing, joined reports, cross filters, dynamic dashboards, and dashboard filters.
  • Connect to, access, backup, restore, or archive data outside the Salesforce platform: Big Objects, Data Warehouses, External Objects, Data Lakes, Third-Party Solutions, and Salesforce Connect.
  • Import data into Salesforce using the Data Import Wizard, Data Loader, and External ID.
• Environment Management and Deployment (7%):
  • Move metadata between environments using change sets, sandboxes, and AppExchange (managed/unmanaged packages).
  • Utilize change sets effectively for metadata migration.
• Process Automation (20%):