Platform Administrator II Study Guide
The Certifyforce Platform Administrator II study guide covers the official Salesforce Platform Administrator II exam outline in 29 units across all 7 exam sections, one unit per exam-guide topic. The exam itself has 60 scored questions plus 5 unscored, a 105-minute limit and a 65% passing score, and its largest section is Security and Access at 20%. Every unit is verified against official Salesforce documentation, cites its sources, and links to the practice questions that test it. Last updated October 26, 2026.
Focused on advanced Salesforce administration: complex sharing and territory access, delegated administration and authentication, auditing and monitoring, Sales and Service Cloud features such as forecasting, Knowledge and entitlements, data quality and advanced reporting, change management, and choosing and troubleshooting the right automation.
29 lessons · 7 exam sections · about 4 h of reading ·
Exam sections
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Every lesson's summary, exam expectations, key facts and self-check questions are free to read. The Platform Administrator II pack unlocks the self-check answers, core concepts, exam traps and worked scenarios, reading progress, personalized “read next”, and unlimited practice exams.
Security and Access
20% of the exam- Sharing model, folder access and territory visibility~8 minPredict who can see and change a record from org-wide defaults, Controlled by Parent, the role hierarchy and sharing rules, then apply the same reasoning to price books, report, dashboard and email template folders, and Sales Territories access and permissions.
- Custom profiles, permission sets and delegated administration~8 minChoose between profiles, permission sets, permission set groups with muting, View All and Modify All Records, custom permissions and delegated administration, and predict what each can and can't grant, edit or restrict.
- User authentication: SSO, MFA and login controls~8 minPredict what login IP ranges, trusted IP ranges, login hours and session settings allow or block, where MFA is required or optional, and how SAML SSO, Just-in-Time provisioning, delegated authentication, authentication providers, login flows and session security levels behave.
- Person accounts and contacts to multiple accounts~7 minDecide between business accounts with contacts, person accounts and Contacts to Multiple Accounts: what enabling person accounts commits you to (sharing, field security, storage, lead conversion, sites) and how direct and indirect account-contact relationships behave.
Objects and Applications
19% of the exam- Master-detail, lookup and junction object relationships~8 minHow to choose between master-detail, lookup, hierarchical and junction designs from ownership, sharing, deletion, roll-up and data-volume requirements, how to convert a lookup that already holds data, and what blocks deleting an object that sits in a relationship.
- Lightning pages, standard components and Analyze~8 minHow Lightning App Builder page types and activation options decide who sees a page, the limits of the standard components that exams like to test (List View, Report Chart, Rich Text, Related Record, Visualforce Page), and how to read the Analyze button against the Lightning Usage App when a page is slow.
- Record types: assignment, conversion and deactivation~8 minWhat record types control and what they don't (they are not access control), how profile assignments and defaults decide the record type on create, clone and lead conversion, how new record types interact with picklists and criteria-based sharing rules, and what deactivating or switching an account's record type really does.
- Related lists, Schema Builder and Lightning Object Creator~7 minHow to choose and configure the related list components (Related List-Single, Related Lists, Dynamic Related List-Single, Related List Quick Links), what Schema Builder does and what its considerations mean for new fields, and when Lightning Object Creator turns a spreadsheet into a populated custom object.
- Dynamic Forms, Dynamic Actions and visibility rules~8 minHow component, tab, field and action visibility filters work on Lightning pages, what changes when a record page moves to Dynamic Forms (field sections, create and edit windows, mobile, cross-object fields), and how Dynamic Actions put filtered actions on desktop and mobile.
- Lightning apps and console apps in App Manager~7 minHow to create, clone, brand and assign Lightning apps in App Manager, what controls the landing page and navigation personalisation, and how Lightning console apps are licensed, configured with navigation rules, tuned for tab performance and compared with Classic console apps.
Auditing and Monitoring
10% of the exam- Debug logs, audit trails and login history~8 minWhich record answers which question: debug logs and trace flags for a transaction, Setup Audit Trail for configuration changes, Login History for sign-ins, field history tracking for record values and Event Monitoring for user activity, with the limits and retention windows that decide each scenario.
- Encryption, Field Audit Trail and sandbox data masking~8 minHow to meet a compliance requirement for sensitive data: Field Audit Trail for long-term field history, Shield Platform Encryption (probabilistic or deterministic, with your own keys) alongside field-level security, data classification fields, and Data Mask & Seed for sandboxes.
- Health Check, Security Center and release updates~7 minHow to review and fix security settings with Health Check (baselines, score, Fix Risks, notifications), when Security Center adds a multi-org view and alerts, and how to test and complete release updates and security enforcements before they change access.
Cloud Applications
11% of the exam- Products, price books, schedules, quotes and orders~6 minHow standard, list and sales prices relate, what switching an opportunity's price book does, how quote syncing and Quote Settings behave, when an order can be activated, and how default quantity and revenue schedules calculate installments.
- Collaborative Forecasts and Sales Territories~8 minHow to turn Collaborative Forecasts on (Allow Forecasting, forecast hierarchy, categories, rollups, quotas, adjustments), how forecast types choose an object, measure, date and hierarchy, what forecast filters and Expected Revenue require, and how territory forecasts, territory model states and filter-based opportunity territory assignment behave in Sales Territories.
- Lightning Knowledge record types and data categories~6 minHow Lightning Knowledge uses record types and page layouts for different kinds of article, how data category groups classify articles, how category filtering and category visibility work for internal and portal users, and what multilingual knowledge bases inherit.
- Entitlements, entitlement processes and milestones~6 minHow milestones, entitlement processes and entitlements fit together, how entry and exit criteria, business hours and process type (Case or Work Order) decide which records get timers, how recurrence types schedule repeat milestones, and how versioning and Simplified SLA Setup change maintenance.
- Omni-Channel, Enhanced Chat, Case Feed and service sites~8 minHow Omni-Channel routing models and skills-based routing pick a rep, why legacy Chat gives way to Enhanced Chat, which Service Console features (split view, utility bar, macros, Case Feed and its publisher actions) speed up case work, and how Experience Cloud self-service sites and the site case feed let customers help themselves.
- Agentforce, Data 360, Experience Cloud and AgentExchange~7 minHow to match a business request to the Salesforce product that extends the core platform (including Tableau and CRM Analytics, MuleSoft, Heroku, Marketing Cloud and Slack): Agentforce Service Agent versus Einstein Bots for conversations, Data 360 for unified profiles without copying data, Experience Cloud for customer and partner portals, and AgentExchange for partner-built apps and agents.
Data and Analytics Management
13% of the exam- Data quality: validation, duplicates, enrichment and archiving~8 minHow field types, picklists and validation formulas (ISCHANGED, PRIORVALUE, ISNEW, ISPICKVAL) keep bad data out, how duplicate rules and duplicate jobs find duplicates and when they stay silent, and how enrichment apps and Salesforce Archive policies keep data current and lean.
- Advanced reports, snapshots and dynamic dashboards~8 minChoose the right advanced reporting tool for a requirement: custom report types and lookup fields, reporting snapshot mapping and its running user, summary formulas and charts, bucket columns, joined reports, cross filters, dynamic dashboards and dashboard filters, with the limits that decide exam scenarios.
- Big objects, Salesforce Connect and off-platform backup~7 minWhen to keep massive data on the platform in big objects, when to leave it in a warehouse or data lake and read it through Salesforce Connect external objects, and how the Data Export service, Backup & Recover and third-party tools cover backup, restore and off-platform archiving.
- Data Import Wizard, Data Loader and external IDs~7 minPick the Data Import Wizard or Data Loader from the object, volume and operation; automate loads with the Data Loader command line; relate records with external IDs during upsert (and know where polymorphic fields stop you); and tune Bulk API settings for nulls, locking and assignment rules.
Environment Management and Deployment
7% of the exam- Sandboxes, packages and Lifecycle Center~8 minHow to pick and manage sandboxes (types, licences, refresh intervals, templates, clones, seeding data into Developer sandboxes, post-copy scripts, logins and the two sandbox permissions), when an unmanaged or managed package fits instead of a change set, and what a managed upgrade does not change.
- Change set components, permissions and deployment~6 minHow deployment connections, outbound and inbound change sets and their permissions work, what change sets cannot carry (deletions, renames, records), how picklists, flows, approval processes, list views, reports and user references behave on deployment, and how profile settings differ from permission sets.
Process Automation
20% of the exam- Choosing automation tools and migrating to Flow~8 minHow to pick record-triggered Flow, Flow plus invocable Apex, Apex triggers, Change Data Capture, a scheduled job or a formula field, when to bypass flows with a custom permission, what Summer '22-era Workflow Rules and Process Builder could do, and how to retire them with the Migrate to Flow tool.
- Troubleshooting flows and approval processes~8 minWhich tool finds the cause when automation misbehaves: flow error emails, fault paths, Test Mode and the debugger, debug logs, the Time-Based Automations page, and orchestration fault emails, plus the documented reasons flows and approvals silently fail.
- Flow types, limits and approval capabilities~8 minWhat each flow type can and cannot do, how scheduled paths, Wait elements, screens and subflows split or share a transaction, which per-transaction limits flows hit, how to design a classic approval process (submitters, locking, approvers, delegates, recall, actions) within its limits, and what Flow Approval Processes add.
- Order of execution and trigger order~8 minThe save order of execution from before-save flows to post-commit email, what each automation can see when it runs, how roll-ups pull parents into the same save, what a recursive save skips, and how trigger order values sequence record-triggered flows.
Common questions about the Platform Administrator II study guide
Is the Platform Administrator II study guide free?
Partly. Every unit's summary and its "What the exam expects", "Key facts" and "Check yourself" sections are free to read without an account. The "Core concepts", "Exam traps" and "Worked scenario" sections, reading progress and unlimited timed mock exams come with the Platform Administrator II pack (USD $19).
How current is the Platform Administrator II study guide?
It is written to the current official Salesforce Platform Administrator II exam outline, and each unit is checked against Salesforce documentation before it is published. The most recent update was October 26, 2026, and every unit shows its own last-updated date.
How does the study guide map to the official Platform Administrator II exam guide?
There is one unit per topic in the official exam guide, grouped under its 7 weighted sections: Security and Access (20%), Objects and Applications (19%), Auditing and Monitoring (10%), Cloud Applications (11%), Data and Analytics Management (13%), Environment Management and Deployment (7%), Process Automation (20%). Each unit quotes the exam objective it covers word for word.
How do the practice questions link to the study guide?
Each unit lists the reviewed practice questions that test it (314 questions are linked across the guide), so you can read a topic and practice it in one click. After a practice exam, every missed question links back to the unit that teaches it.