Prerequisites
Section titled “Prerequisites”At least 2 Core certifications required. The Platform certification is an Advanced-tier exam. You must hold at least two Core certifications (any track) before attempting this exam. If you need to earn Core certifications first, see the Foundation Learning Path for track options.
Exam format
Section titled “Exam format”| Detail | Value |
|---|---|
| Certification tier | Advanced |
| Tracks | Multi-track (cross-product) |
| Number of questions | 75 multiple-choice |
| Time limit | 120 minutes |
| Passing score | 75% |
| Delivery | Online, proctored |
| Validity | 2 years |
Who this path is for
Section titled “Who this path is for”You are an architect, administrator, or senior developer responsible for Optimizely platform decisions across multiple products. You want to validate your understanding of how Optimizely One products work together. This path covers every exam domain and links to the documentation that explains each topic.
How to use this path
Section titled “How to use this path”Work through each exam domain in order. The Platform certification is the broadest certification — it requires understanding across all major product areas. Focus on how products connect and interact, not on deep implementation details within any single product.
Estimated total time: 4-5 hours (spread across sessions as needed).
Exam domain 1: Optimizely One architecture (25%)
Section titled “Exam domain 1: Optimizely One architecture (25%)”The exam begins with the platform as a whole — what each product does, how they connect, and when to adopt each one.
Topics to study
Section titled “Topics to study”Read — Optimizely One Overview
- The seven product areas: content management, experimentation, personalization, data platform, commerce, content marketing, and AI
- How Opti ID provides the identity layer connecting all products
- Data flows between products (CMS to Graph, ODP to Experimentation, etc.)
- Product decision framework: which products to adopt for which needs
Read — What is Optimizely CMS?
- CMS SaaS vs CMS PaaS and when to choose each
- How CMS connects to Graph, Experimentation, and Opal
Self-check
Section titled “Self-check”- Which product would you recommend for a team that needs to personalize website content based on customer purchase history?
- How does data flow from CMS to a headless frontend?
- What is the role of Graph in the Optimizely One architecture?
- When would you choose CMS SaaS over CMS PaaS?
Exam domain 2: Opti ID and identity (20%)
Section titled “Exam domain 2: Opti ID and identity (20%)”Unified identity is the foundation of the platform. The exam tests detailed knowledge of SSO, provisioning, and security.
Topics to study
Section titled “Topics to study”Read — Opti ID and Optimizely One
- How Opti ID provides single sign-on across all products
- Organization management and role assignments
- Enterprise SSO integration options (SAML 2.0, OIDC)
- User provisioning and deprovisioning
Reference — Opti ID Integration Spec
- SAML 2.0 and OIDC configuration details
- SCIM provisioning endpoints and group-to-role mapping
- Session management: token types, lifetimes, and revocation
- MFA configuration and policy enforcement
Self-check
Section titled “Self-check”- What is the difference between SAML 2.0 and OIDC for Opti ID integration?
- How does SCIM automate user provisioning and deprovisioning?
- What session timeout settings are available and when would you change the defaults?
- How do you configure MFA to be required for all users except those authenticating through an IdP that already enforces MFA?
Exam domain 3: Data platform and customer data (15%)
Section titled “Exam domain 3: Data platform and customer data (15%)”The exam covers how customer data flows through the platform and enables personalization and analytics.
Topics to study
Section titled “Topics to study”- ODP (Optimizely Data Platform) — Customer data unification, real-time segments, and event tracking
- Analytics — How Optimizely collects and surfaces behavioral data
- Data residency — Where data is stored and compliance considerations (GDPR, CCPA)
- Event architecture — How events flow from browsers and servers into the data platform
Key concepts
Section titled “Key concepts”- ODP unifies customer profiles from multiple channels into a single view
- Real-time segments in ODP can drive personalization in CMS and targeting in Experimentation
- Data residency options allow organizations to control where customer data is stored
Self-check
Section titled “Self-check”- How does ODP create a unified customer profile from multiple data sources?
- How do real-time ODP segments integrate with CMS personalization?
- What data residency options are available and how do you configure them?
Exam domain 4: Content delivery and Graph (15%)
Section titled “Exam domain 4: Content delivery and Graph (15%)”The exam tests how content moves from authoring tools to delivery endpoints.
Topics to study
Section titled “Topics to study”Read — Content Delivery with Optimizely Graph
- How Graph provides a unified content API
- Content sources: CMS, CMP, Commerce
- Query capabilities: filtering, search, localization
- Caching and performance architecture
Follow — Set Up Optimizely Graph
- Graph configuration and credential management
- Content sync triggers and verification
Self-check
Section titled “Self-check”- What content sources can Graph index?
- How does Graph handle multilingual content queries?
- What caching strategies are available and when would you choose each?
Exam domain 5: Integration patterns (15%)
Section titled “Exam domain 5: Integration patterns (15%)”The exam covers how to integrate Optimizely with external systems.
Topics to study
Section titled “Topics to study”- Webhooks — Event-driven integration for content and experiment lifecycle events
- REST APIs — Product-specific APIs for programmatic access
- Graph API — Content queries from external frontends and applications
- SCIM — User provisioning from identity providers
- Custom integrations — When and how to build custom connectors
Key patterns
Section titled “Key patterns”- Content publishing triggers webhook to update a search index
- Feature flag decisions made server-side via SDK, with events sent to ODP
- Customer segments from an external CDP synced to ODP for personalization
Self-check
Section titled “Self-check”- How would you integrate Optimizely Experimentation with an external analytics platform?
- What integration approach would you use to sync CMS content to a mobile application?
- How do webhooks differ from polling for integration scenarios?
Exam domain 6: Security and compliance (10%)
Section titled “Exam domain 6: Security and compliance (10%)”A smaller but important section covering platform security.
Topics to study
Section titled “Topics to study”- Authentication and authorization — Opti ID roles, permissions, and least-privilege principles
- API security — API key management, token rotation, and scope restrictions
- Data protection — Encryption at rest and in transit, data retention policies
- Audit logging — Tracking administrative actions across products
- Compliance certifications — SOC 2, GDPR, CCPA, and their implications
Self-check
Section titled “Self-check”- How do you implement least-privilege access across Optimizely products?
- What audit capabilities are available for tracking administrative changes?
- How does Optimizely handle data encryption at rest and in transit?
Final preparation
Section titled “Final preparation”- Think in connections — The Platform exam prioritizes cross-product understanding. Practice explaining how data and identity flow between products.
- Review weak areas — Revisit any self-check questions you could not answer confidently.
- Study the Opti ID section carefully — Identity and access management is heavily tested.
- Take practice tests — Visit Optimizely Academy for official practice exams.
- Schedule the exam — Book your certification through Optimizely Academy.
What to do next
Section titled “What to do next”After passing the Platform certification:
- Specialize in CMS — Take the CMS Developer Certification Prep path
- Specialize in experimentation — Take the Experimentation Certification Prep path
- Deep-dive into architecture — Follow the Platform Architect learning path