| 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).
- 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 |
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).
- 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 |
10% |
- 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 |
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.
- 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, Service Cloud 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 |
13% |
- 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 |
7% |
- 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 |
20% |
- 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.
|
| Official Information |
|
https://trailheadacademy.salesforce.com/certificate/exam-platform-admin2---Plat-Admn-301 |
