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Salesforce Certified Platform Administrator II - Part 2
Rating: 4.7 out of 5(490 ratings)
4,454 students

Salesforce Certified Platform Administrator II - Part 2

Second of a Three-Course Certification Series for the Salesforce Advanced Administrator Certification - In Lightning
Created byMike Wheeler, Evan Wheeler
Last updated 6/2026
English

What you'll learn

  • Gain an in-depth understanding of the following knowledge areas of the Advanced Admin Exam Guide - Sales Cloud Applications, Service Cloud Applications and Data Management
  • Learn Advanced Administrative techniques on the Salesforce Platform in Lightning Experience

Course content

3 sections • 59 lectures • 5h 39m total length

  • Course and Sales Cloud Applications Introduction0:39
  • Specifying a Parent Account / Account Hierarchy Creation2:56
  • Account Hierarchy and the Impact on Data Access4:30
  • Account Teams (aka Sales Teams)2:25

    Learn to manage account teams and sales teams on accounts and opportunities; add members, assign roles, and control access from account and user records, including default account team settings.

  • Implementing Paths in the Sales Cloud7:25
  • Customer Scenarios for Territory Management2:55
  • Opportunity Splits11:39
  • Products and Pricing on Opportunities4:39
  • Creating Pricebooks and What is the Standard Price Book?11:28
  • Enabling Product Scheduling4:55
  • Establishing Quantity and Revenue Scheduling on an Opportunity4:52

    Learn how to set up quantity and revenue schedules on an opportunity product, creating monthly quantity installments and quarterly revenue installments, with options to edit, reestablish, or delete schedules.

  • Enabling and Creating Quotes7:44
  • Syncing Quotes with Opportunities4:17
  • Quote Templates and Generating PDFs7:12
  • Creating Orders that Don't Require a Contract5:22

    Learn how to create orders without a contract by making the contract field optional on the order page layout, attach to accounts, set status from draft to activated.

  • Adding the Orders and Contracts Related Lists to the Account Page Layout4:28

    Add the orders and contracts related lists to the account page layout by using the page layout editor and the app builder, dragging items, saving, and understanding layout relationships.

  • Creating Contracts5:26
  • Contract Settings3:40
  • Contact Roles on Contracts5:53
  • Collaborative Forecasts5:41
  • Customizable vs. Collaborative Forecasts5:41
  • Creating Forecast Types9:05
  • Setting a Forecast Manager on a Territory5:38

    Create a North American territory under the next-year territory model, set view and edit access to opportunities and accounts, and designate a forecast manager with allow forecasting.

  • Setting a Default Display Forecast Currency1:42
  • Configuring the Forecasts Hierarchy3:22

    Configure the forecasts hierarchy by selecting a designation, enabling users across the role hierarchy, and assigning a CEO as forecast manager to govern rollups.

  • Cumulative Forecast Rollups4:49

    Enable cumulative forecast roll ups in forecast settings to compare open pipeline, commit and closed opportunities, showing totals across categories and how changes shift the numbers.

  • Sharing Forecasts0:54
  • Custom Fiscal Year Considerations3:06

    Learn how to configure custom fiscal years in Salesforce, choosing start month and structure, with warnings about non-reversibility and forecasting implications for quarters and periods.

Requirements

  • Salesforce Administrator Certification Credential is a Pre-Requisite for the Advanced Admin Certification

Description

If you have attained the Salesforce Administrator Certification, you are ready to start the journey to becoming an Advanced Administrator. Become a Salesforce Certified Advanced Administrator by enrolling in this second course of a three-course certification course series. Be sure to get the other two in this series to have the complete set!

I have taught over 250,000 students on the Salesforce platform and I want you to join me in my latest course. I have structured this course to go in-depth on these Knowledge Areas of the Salesforce Certified Advanced Administrator Exam Guide:

  • Sales Cloud Applications

  • Service Cloud Applications

  • Data Management


    The Salesforce Certified Advanced Administrator Certification has a pre-requisite that you have an active Administrator Certification on file - if you have not attained your Administrator Certification, I recommend that you first complete that certification and locate my relevant training courses for that certification via my instructor profile.

We will go in-depth on all of the core concepts and topics of the Salesforce Security Model in this course. It's a deep dive on user accounts, licenses, profiles, permission sets, profiles, roles, groups, teams, territories and more.

This course is recorded in Salesforce Lightning Experience.

And tens of  thousands of Udemy Survey ratings for my courses, the students have spoken:

"Are you learning valuable information?" 99.6% answered YES

"Are the explanations of the concepts clear?" 99.8% answered YES

"Is the instructor knowledgeable about the topic?" 99.9% answered YES

Who this course is for:

  • Anyone who has attained the Admin Certification and would like to deepen their skills on the Salesforce Platform
  • Anyone needing to learn Territory Management on the Salesforce Platform
  • Anyone desiring to attain the Salesforce Advanced Administrator Certification

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