Salesforce Certified Platform Administrator II - Part 3

Explore change management in Salesforce, describe options to move metadata between environments with change sets and the first dot com idea, and learn best practices for change set deployment.

Master change sets and sandbox workflows in Salesforce to move metadata between environments, including developer, partial copy, and full sandboxes, and follow the upload, validate, and deploy sequence.

Create unmanaged packages with the package manager to move metadata between orgs, including apps, objects, and templates, and upload to the app exchange. Set versioning and sharing options.

Explore the retirement of Force.com IDE, the current tools for moving metadata between environments, and migrating to Salesforce extensions for Visual Studio Code with DMX and the Ant migration tool.

Discover how the Java-based ant migration tool enables deploying and deleting metadata; install Java, review the Spring 20 guide, and prepare a build.xml and package.xml for migrations.

learn to use the Salesforce workbench to explore objects and metadata, run cycle queries, and deploy or retrieve changes with zip files and the metadata API.

Explore Salesforce DX and its command line interface as the change management tool for the advanced administrator exam, and see how DX integrates with the Visual Studio Code extension pack.

Explore analytics, reports, and dashboards for advanced administration, focusing on complex reporting requirements and tools such as custom report types, reporting snapshots, bucketing, cross filters, dynamic dashboards, and dashboard filters.

Explore how to create and use custom report types in Salesforce, combining accounts, opportunities, products, and schedules to build reports with cross-object fields, filters, and default fields.

clarifies Salesforce report formats tabular, summary, matrix, and joined, and demonstrates how to switch formats and build multi-block joined reports in lightning for clear data analysis.

Explore reporting snapshots in Salesforce, including creating a source report, mapping first name, last name, and email to a lead snapshot object, and scheduling daily runs.

Learn historical trend reporting with the built-in opportunity trends report to track changes across five snapshot dates in the sales pipeline, including stage designations and amounts over time.

Learn how to bucket numerical fields in Salesforce reports, creating low, medium, and high ranges for the amount, sort and group by bucket, and visualize opportunities with charts.

Learn to create custom summary formulas in Salesforce reports using the outline tab, add summary formulas and bucket columns, and calculate win rate with sum and percent.

Create a joined report in lightning experience by adding up to five blocks (accounts, opportunities, leads, campaigns), customizing filters and columns, saving, exporting to excel, and sharing in a folder.

Use cross filters in Salesforce reports to include or exclude records from related objects, such as accounts without contacts. Adjust cross filters with or without to pinpoint missing data.

Create and configure a dynamic dashboard in Salesforce, using running user views, components tied to source reports in public folders, and filters to tailor data for each viewer.

Add and configure stage filters on a dashboard, observe refreshing results across stage designations, and create dynamic, usable insights from opportunities data.

Identify opportunities without activities using cross filters and last activity filters in Salesforce reports and dashboards. Apply analytics knowledge with a retired exam guide sample question.

Explore process automation in depth, troubleshoot approvals and processes using Process Builder and flows. Learn to combine automation tools to solve complex Salesforce business scenarios.

Explore Salesforce automation home, a central hub for process automation tools like approval processes, workflow rules, actions, and flows.

Explore the process automation cheat sheet and the 'which automation tool do I use' article to compare process builder, flows, workflows, and approvals, and learn how to launch them.

Explore the four workflow actions—tasks, email alerts, field updates, and outbound messages—and learn to create a workflow rule on opportunities with criteria that always fires, and compare to process builder.

Configure a field update in Salesforce workflow to automatically populate the opportunity name with the account name and today's date, enforcing a consistent naming convention.

Explore cross-object field updates from opportunity to account to set the account active value to yes on creation, and examine validation rules and page layouts for enforcing required accounts.

Explore how to configure process automation settings, create custom email templates, and set up email alerts in Salesforce, using a default workflow user, merge fields, and recipient options.

Troubleshoot email alerts by fixing dead links in the email template, validating login-friendly urls, and testing deliverability with Salesforce settings, email logs, and a compliance blind carbon copy (bcc) email.

learn how a Salesforce workflow rule creates a new task for each new opportunity, assigns it to you, and sets the due date to the trigger date.

Create an outbound message in a workflow rule to send a configurable API message to an external system via an endpoint URL. Monitor messages and test responses using request bin.

Deactivate the workflow, add a time trigger one hour after the opportunity created, and attach a time-based action such as a task or email alert, avoiding duplicates.

Monitor time-based workflow queue. Create opportunities, observe a task firing an hour later due to a workflow rule, and note criteria changes that remove from the queue.

Explore approval processes in Salesforce advanced administration, learn to configure approvals, custom hierarchy fields, email templates, and wizard options, and prepare for troubleshooting.

Learn practical troubleshooting of Salesforce approval processes by modifying entry criteria, reviewing approval history, and understanding how submission, locking, and admin edit permissions affect approvals.

Add the items to approve component to the home page layout, configure via the gear icon, and activate to display approvals, illustrating dynamic reassignment and admin visibility.

Open the process builder, create a new opportunity process that starts when a record is created, and use no criteria to execute actions, naming the criteria 'just do it'.

Explore actions from the process builder and how they compare to workflow rules, including creating records, updating fields, email alerts, Apex, Flow, and Chatter, plus approvals.

Convert a workflow rule to a process in Process Builder, deactivate the rule, and implement immediate actions like emailing account owner and updating opportunity name to the account name.

Clone an active process to create a new version, since you can't edit an active process. Add immediate actions, related-record updates, and a one-hour task schedule through versioning.

Discover how to view and manage pending actions from a process through paused flow interviews, including deleting items, creating list views, and understanding flow API names and versioning.

Explore how to extend process builder with multiple if/then criteria, add a million-dollar threshold, post to chatter with the opportunity owner mentioned, and manage versions from v2 to v3.

Review three sample processes in the online help, including high-value deals over a million dollars with closed-won criteria, plus printer management and quick document management actions.

Troubleshoot processes by analyzing common failure causes, such as an unset account field on a contact. Use debug logs, flow interview details, and platform event for alerts.

Explore the flow builder for process automation, including screen flows, auto launch flows, record operations, and variables, and learn when to use templates over a blank canvas.

Explore flow templates from the app exchange, install partner-built flows, apps, and components, and set up a questionnaire flow with custom objects and pages.

Understand Salesforce flow types, including screen and auto launch flows with sub flows and triggers, and navigate flow builder through recommended Trailhead resources.

Explore screen flows and autolaunched flows in Salesforce, building questionnaire screens, configuring get records, decisions, and sub flows, with run, debug, and runtime considerations.

Explore other flow types beyond screen and auto launch flows, including user provisioning, contact requests, log in flows, and app exchange templates for Salesforce automation.

Identify when to use process builder, flow builder, apex, and visualforce to automate Salesforce processes, with examples from approvals and workflow rules, screen flows, and behind-the-scenes automation.

Monitor automation home and process automation beta to track screen flows and UI flow interviews. Observe paused interviews and pending actions across flows.

Explore the Salesforce order of execution, detailing how apex triggers fire before and after, flows and workflow rules, and how updates trigger roll-up summaries and sharing evaluations.

Explore process automation through a retired certified advanced administrator exam guide sample question, showing how a workflow rule updates a custom field when probability falls below 50 percent.

Explore the Salesforce trailhead trail mix for the advanced administrator exam, detailing prerequisites, exam overview, and modules like omni channel, apex triggers, and process automation to boost readiness.