This study guide covers all of the topics in the Admin exam. It includes summaries of all topics, screenshots and review questions. The percentage weighting from the official study guide is added after each topic name.
Platform Administrator - Certification Goal
Resources
Lessons
Configuration and Setup III
- Given a scenario, demonstrate the proper setup and maintenance of users.
- Explain the various organization Security Controls. (for example, Setup Audit Trail, Login Hours, Session Settings).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example, public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders).
- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
- Knowledge Check
Object Manager and Lightning App Builder
- Describe the standard object architecture and relationship model (for example, standard object, parent/child, master detail/lookup/junction relationships, and record types).
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields.
- Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.
- Test Your Skills!
- Knowledge Check
Sales and Marketing Applications
- Given a scenario, identify the capabilities and implications of the sales process (for example, sales process, opportunity, path, and forecast impact).
- Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example, dashboards, lead scoring, Einstein opportunity scoring, and home page assistant).
- Describe the capabilities of lead automation tools
- Describe the capabilities of campaign management
Data and Analytics Management
- Data and Analytics Management Overview Video
- Describe the considerations when importing, updating, transferring, mass deleting, exporting and backing up data.
- Describe the capabilities and implications of data validation tools.
- Describe the options available when creating or customizing a report or report type.
- Describe the impact of the sharing model on reports.
- Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, Subscribing, running user).
- Knowledge Check
Agentforce AI
- Describe the capabilities and use cases of Agentforce (scenarios about use cases, when it’s appropriate to use AI, security, troubleshooting agent permissions).
- Explain how to maintain, update, or install prompts and instructions in Agent Builder (light testing, conversation preview).
- Knowledge Check
How much time should we allocate for each? Should this work in concert with Trailhead materials? How do I get started?
Hi Arthur,
Yes I would go through Trailhead first to make sure you understand the basics and do the hands-on exercises. Then when you are really preparing for the certification exam, go through these topics and make sure you are familiar with what is in each one, and can answer the review questions. The objective of the study guide is to summarize the key information related to the official study guide topics.
I passed the exam!
Thank you Martin!!
That’s great Junichi, thanks for letting us know!
Hi Martin,
The link in the first module for ‘Customization options for managing events and tasks together’ is not available. Can you please provide updated link or let me know where can I find it?
Thank you.
Thanks for letting us know about this Amruta, it has been updated.
Is there any time limit to complete this course once purchased?
Hi Amruta,
You have access for 1 year from date of purchase.
Martin
Great Experience while using FocusOnForce !! Good material while preparing for an exam and understanding the concepts in depth in a proper manner. I got my ADM201 certification last month. Thank you Martin!!
I got my ADM201 Certification this week!! Your site was key to get certified. Thank you Martin!!
Thank you FocusOnForce!
I got my 201 Certification today!
Your material is comprehensive and your test questions are bar none the best.
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