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PLAT-ADMN-301 Exam Topics and Domains
PLAT-ADMN-301 is organized into 7 weighted domains. Expect to work with Workflow Rules, AppExchange, Approval Processes, Collaborative Forecasting, and more.
Security and Access
Record and Field Data Access Implications
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).
Custom Profiles, Permission Sets, and Delegated Administration
Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration.
User Authentication
Given a scenario, determine the implications of user authentication.
Complex Business Models
Compare and contrast the capabilities of a complex business model (Person accounts, Account, Contacts, and Contact to multiple Accounts).
Objects and Applications
Enhancing or Extending Objects
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).
Enhancing or Extending the UI/UX with Applications
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
Monitoring and Troubleshooting Tools
Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity (debug log, set up audit trail).
Sensitive Data Compliance
Explain how to ensure sensitive data is set up to support a business/legal/compliance use case in production and sandbox environments.
Security Settings Review and Troubleshooting
Explain how to review and troubleshoot security settings including pending updates that may change system access.
Cloud Applications
Sales Cloud Features
Describe the features of Salesforce which enable Sales users to conduct the sale process, including products, price books, schedules, orders, and quotes.
Forecasting and Territory Management
Distinguish and understand the implications and capabilities of Forecasting and Territory Management.
Salesforce Knowledge
Explain how to create and maintain Salesforce Knowledge (article record types, data categories).
Service Entitlements
Explain how to create and maintain service entitlements and entitlement processes.
Agent-Customer Interaction Features
Describe the features of Salesforce which enable interaction between support agents and customers (Chat, Case Feed, Service Cloud Console, Experience Cloud sites, Omni-Channel).
Standard Salesforce Product Suite
Given a scenario, understand the standard Salesforce suite of products that enable extending the core platform.
Data and Analytics Management
Data Quality Tools and Best Practices
Explain the tools and best practices for assessing, improving, and enriching data quality (data types, validation, managing duplicates, enriching, archiving).
Advanced Analytic Tools
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).
External Data Connectivity
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).
Data Import Tools
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
Metadata Migration Options
Describe the options available to move metadata between environments (change sets, sandboxes, and AppExchange - managed/unmanaged).
Change Set Best Practices
Describe the capabilities and best practices for using change sets to move metadata between environments.
Process Automation
Complex Automation Solutions
Given a complex scenario, determine the solution using the best tool or combination of tools to solve a business problem.
Troubleshooting Declarative Automation
Given a scenario, identify the appropriate tool or method for troubleshooting declarative automation.
Automation Tool Capabilities and Limitations
Given a scenario, explain the capabilities and limitations of each declarative automation tool.
Order of Execution
Understand the implications of the order of execution when using automation tools.
How do I earn this certification?
Passing PLAT-ADMN-301 earns the Salesforce Certified Platform Administrator II certification. It sits in the Administration track.
- Sales-Con-201 - Salesforce Certified Sales Cloud ConsultantDeep Sales Cloud expertise for solution design
- Svc-Con-201 - Salesforce Certified Service Cloud ConsultantDeep Service Cloud expertise for solution design
- B2C-Com-Dev - Salesforce Certified Business AnalystRequirements gathering and solution design
- Plat-Admn-202 - Salesforce Certified Platform App BuilderDeclarative development and app building skills complement advanced admin
- Dev-450 - Salesforce Certified Platform Developer ITransition to programmatic development with Apex and Visualforce
- Data-Cloud - Salesforce Certified Data Cloud ConsultantData management and analytics specialization
Practice with Precision
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How to study for this exam?
The most effective way to prepare for PLAT-ADMN-301 is by using the PlanetCert Simulator to practice questions and review detailed explanations.
What's changed on this exam?
- ACTIVE
- Last content update: Summer '22 Release alignment
- Flow Builder Candidates should prioritize Flow Builder expertise as the primary automation tool
- Dynamic Forms Understanding Dynamic Forms vs traditional page layouts is increasingly tested
- Permission Set Groups Expect questions on permission set group management including muting permission sets
- Omni-Channel Understanding routing strategies is part of the Service Cloud content
Who should take this exam?
- Significant experience as a Salesforce Administrator
- Completed Administer, Extend, and Automate Salesforce course (ADX211) or equivalent experience
- 1+ years administering a Salesforce org
- Hands-on experience with advanced admin features
Related practice tests
- ADM-201Salesforce Certified Platform Administrator
- PLAT-101Salesforce Certified Platform Foundations
- ADM-211Administration Essentials for Experienced Admin
- AP-202B2B Commerce for Developers Accredited Professional
- Comm-Dev-101B2C Commerce Cloud Developer