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Platform Administrator II

Year two in the same org: the Advanced Administrator syllabus, taught as the problems that only appear once a system is in use.

  • Advanced
  • 51 lessons
  • 9 modules
  • English

Designed and created by Salesforce Expert

What you'll learn

  • Extend an org's security model without breaking what depends on it
  • Take over and rationalise automation somebody else built
  • Audit and monitor an org so problems are found before users report them
  • Manage sandboxes, change sets and deployment as routine work
  • Sit the Platform Administrator II exam from experience rather than recall

Course content

9 sections · 51 lectures · 20 hands-on labs

Year two in the same org 2 lectures
  1. 1.1 The Question The Org Could Not Answer
  2. 1.2 What Administrator II Actually Tests
Security and Access 10 lectures
  1. 2.1 "Can Ravi See This Record?" Is Four Questions Wearing A Coat
  2. 2.2 The Sharing Model At Depth: Org-Wide Defaults, Hierarchies, Controlled By Parent, And Why Every Layer Only Ever Opens
  3. 2.3H Hands-On: Tighten An Org-Wide Default On A Live Org And Count What It Costs Hands-on
  4. 2.4a The Morning A Role Hierarchy Runs Out Of Road
  5. 2.4b Territory Management: What It Buys, What It Really Costs, And Whether Pemberton Should Have It
  6. 2.5 Person Accounts, Contacts To Multiple Accounts, And The Modelling Decision You Cannot Take Back
  7. 2.6 Profiles, Permission Sets And Delegated Administration: Compare, Contrast, And Give Away Exactly Enough
  8. 2.7H Hands-On: Delegated Administration For Calderwood's Four Depot Leads Hands-on
  9. 2.8 User Authentication And What The Exam Means By Its Implications: Single Sign-On, Multi-Factor, Login Ranges, Session Settings
  10. 2.9H Hands-On: Report, Dashboard And Email Folder Access, Then Log In As Joss And Prove It Hands-on
Objects and Applications 8 lectures
  1. 3.1 Extending An Object When You Already Know How: Master-Detail, Lookup, Junction, Related List, And The Fifth Answer Which Is None Of Them
  2. 3.2H Hands-On: Schema Builder And Object Creator, And Modelling The Calderwood Depot Hands-on
  3. 3.3 Record Types At Scale, And What Happens To One When The Business Splits In Two
  4. 3.4H Hands-On: The Junction That Models A Calibration Shared Between Two Regions Hands-on
  5. 3.5 App Manager, Lightning App Builder And The Console: Choosing The Surface Before Building On It
  6. 3.6H Hands-On: A Console App Ravi's Forty-One Engineers Can Actually Work Inside Hands-on
  7. 3.7H Hands-On: Dynamic Forms, Standard Components, And What The Page Analyze Button Is Telling You Hands-on
  8. 3.8 What Extending Costs Later, And The Configuration You Are About To Have To Defend
Process Automation 9 lectures
  1. 4.1 The Complex Scenario, And Why The Exam Never Gives You One Where A Single Tool Is Obviously Right
  2. 4.2 Capabilities And Limitations, Tool By Tool, Told Honestly — Including The Tools The Exam Still Names
  3. 4.3H Hands-On: One Business Problem Solved With A Combination Of Tools Rather Than A Bigger Flow Hands-on
  4. 4.4 Order Of Execution, Taught As A Debugging Skill Rather Than A Diagram To Memorise
  5. 4.5H Hands-On: Make The Order Of Execution Visible, Then Watch It Bite Hands-on
  6. 4.6 Approval Processes At Depth: Entry Criteria, Dynamic Approvers, Recall, And What Approvals Still Do Better Than Anything Else
  7. 4.7H Hands-On: The Two-Step Discount Approval Calderwood's Deals Need, And The One That Has To Escalate Hands-on
  8. 4.8H Hands-On: Troubleshooting Declarative Automation — Debug Logs, Error Emails, And The Flow That Fires Twice Hands-on
  9. 4.9H Hands-On: Formula Fields That Carry Real Weight, And Section Four Closed Out Hands-on
Data and Analytics Management 7 lectures
  1. 5.1 Custom Report Types, And The Question The Standard Ones Will Not Let You Ask
  2. 5.2H Hands-On: A Custom Report Type, A Joined Report And A Cross Filter For The Question Bea Could Never Get Answered Hands-on
  3. 5.3 Summary Formulas, Bucketing, Complex Charting And Reporting Snapshots: How To Show A Trend In An Org That Keeps No History
  4. 5.4H Hands-On: A Reporting Snapshot, A Dynamic Dashboard, And Dashboard Filters That Serve Two Audiences From One Dashboard Hands-on
  5. 5.5a Data That Has To Leave: Why It Goes, And The Two Ways To Keep It Near The Platform
  6. 5.5b Data That Has To Leave: Warehouses, Lakes, Third-Party Solutions, And What Backup Actually Means
  7. 5.6H Hands-On: Importing Calderwood's Records With External IDs, And Not Creating The Duplicates Twice Hands-on
Cloud Applications 5 lectures
  1. 6.1 Products, price books, schedules, orders and quotes: the sale the platform actually models
  2. 6.2 Forecasting and territory management together, and what each can honestly promise Bea
  3. 6.3H Hands-On: Salesforce Knowledge for Pemberton's fault library, with article record types and data categories Hands-on
  4. 6.4H Hands-On: entitlements and entitlement processes that give Calderwood's contracts teeth Hands-on
  5. 6.5 The surface support actually works in: console, Omni-Channel, case feed, chat, Experience Cloud sites, and the products that extend the core
Auditing and Monitoring 4 lectures
  1. 7.1 Proving What Happened: Debug Logs, Setup Audit Trail, And The Honest List Of What Neither Can Tell You
  2. 7.2H Hands-On: Answer Nadia's Question From The Cold Open, With Evidence Hands-on
  3. 7.3 Sensitive Data In Production And In Sandboxes: The Obligation That Follows The Copy
  4. 7.4H Hands-On: Review Security Settings And The Pending Updates That Are About To Change Who Can See What Hands-on
Environment Management and Deployment 4 lectures
  1. 8.1 Sandboxes: What Each Type Copies, What It Refuses To Copy, And The Refresh You Have To Plan Around
  2. 8.2H Hands-On: A Change Set From Sandbox To Production, And Everything It Silently Leaves Behind Hands-on
  3. 8.3a Managed Packages, Unmanaged Packages And AppExchange, And When A Change Set Is The Wrong Tool
  4. 8.3b The Deployment Choice: Rebuild It, Deploy It Or Buy It, And Section Eight Closed Out
The exam, and the org you now own 2 lectures
  1. 9.1 The Exam Run
  2. 9.2 The Org You Now Own

Requirements

  • CORE-110 Platform Administrator
  • Hands-on time in a real or practice org

Description

The second year in an org is a different job from the first. The configuration works, people depend on it, and every change is now a change to something load-bearing. This course covers the Salesforce Certified Platform Administrator II blueprint from that position: security and access at depth, process automation that has grown, auditing and monitoring, environment management and deployment.

The org in the examples is the same one throughout, and it accumulates history the way a real one does — which is what makes the deployment and auditing modules land.

Who this course is for

  • Working administrators in their second year and beyond, and anyone preparing for Administrator II.

Skills you'll practise

Advanced administrationEnvironment managementDeploymentAuditingProcess automationData management

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