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 (user name is unique, locales, working hours, how to distribute licenses, types of licenses, not deleting a user, implications of making inactive, override, assigning feature licenses, management of users with various login methods).
- Explain the various organization Security Controls (for example: Identity verification, Setup Audit Trail, Login Hours, Session Settings, agent access).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example: Teams, Sharing hierarchy, public groups, org-wide defaults, sharing: roles, subordinates, role hierarchy, report and dashboard folders).
- Given a scenario, determine the appropriate use of a custom profile or permission set (using the various profile settings, permission set group, and muting).
- 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, record types, Schema Builder).
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields (roll-up summaries, cross object formulas, picklist dependencies, relationship fields).
- Given a scenario, determine how to create and assign page layouts, visibility on Lightning page layouts, record types, and business processes for custom and standard objects (quick actions and global actions).
- Test Your Skills!
- Knowledge Check
Sales and Marketing Applications
- Given a scenario, identify the capabilities and implications of the sales process (for example: leads, opportunities, path).
- Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example: dashboards, lead scoring, Einstein for Sales, opportunity scoring, grading, and home page assistant, forecasting, territory management).
- Describe the capabilities of lead automation tools and campaign management (for example: leads, lead convert, lead assignment rules, campaign, and campaign members).
- Describe the capabilities of campaign management
Productivity and Collaboration
- Describe the capabilities of activity management (tasks, events).
- Describe the features of Chatter (groups, accessibility to groups, internal/external users).
- Describe the capabilities of the Salesforce mobile app (Lightning page, modifying the app, browser, app menu, visibility, branding mobile app, build launchpad).
- Identify use cases for AppExchange applications (awareness of managed or unmanaged packages, who is allowed to publish, prompts on AgentExchange, flows).
- Knowledge Check
Data and Analytics Management
- Data and Analytics Management Overview Video
- Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data (Archival, Apex data loader, Import Wizard).
- Describe the capabilities and implications of data validation tools (duplicate and matching rules, validation rules).
- Describe the options available when creating or customizing a report or report type (join objects together, with or without records, renaming the fields, formulas, bucket, join reports, chart settings, hide details, grouping totals, troubleshooting fields at a high level).
- Describe the impact of the sharing model on reports (visibility, understand folder structure, sharing fields).
- Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters).
- Knowledge Check
Automation
- Given a scenario, identify the appropriate automation solution based on the capabilities of the tool.
- Describe capabilities, use cases, and configuration for Flow (screen flows, record-triggered flows, autolaunched flows, order of execution).
- Describe capabilities, use cases, and configuration for the approval process (criteria for approvers, rejections, approvals).
- Test Your Skills!
- 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
I have successfully passed Salesforce admin certificate exam, thanks to focus on force admin guide and practice test it has helped greatly. Trailhead is a great resource but you will need a focused approach to pass the certification. Special shout out to Mr. Martin for providing such a great resource. Looking forward to additional certificates
Way to go, Ashish! What’s next for you? We are glad to hear that the materials helped.
I passed my ADM 201 certification last week. FoF study guide and practice exams was the key to my success. Thanks for the detailed coverage of exam objectives with illustrations. Highly recommend this site for anyone taking Salesforce certifications.
Thank you for your positive feedback, glad you found the materials useful and you passed!
Hello! Is there an estimated time the study guide takes to review? I’m trying to work up a timeline for my boss on how long it takes on average to go through the material. Thanks for any insights.
This is hard to answer as it depends on your prior experience. If you are familiar with the topics it is more of a review, versus if the topics are new to you and you need to learn them in detail. We have a sample study schedule here, that may be useful: https://focusonforce.com/salesforce-administrator-certification/
Hello Admin people – I am needing some help here. I find that there is SO MUCH information in this course that I don’t know how to handle it. I feel like I am swimming in details and information. Any comments from the floor on how to handle this would be appreciated..
Hi Cameron,
The study guides are patterned after the official exam guides for the certification exams. I’m not sure how much Salesforce experience you already have, but you could use Trailhead for more hands-on practice and then revert back to the study guide for a summary of things you should remember for the exam.
I noticed that Salesforce classic is mentioned throughout this course. Is there a lightning version of this course? Does it matter for the Admin 1 test?
There is no Lightning version of the course. Salesforce is gradually changing the questions from Salesforce Classic to Lightning Experience so we have both. However, the actual exam contains mostly UI-independent questions. The important thing is to understand the concepts and have a good foundation.
Yes, this is true but there’s a reality that more and more questions are the focus on how would you do this and that on Lightning (assuming you know how to work on it), right?
Hi Juan,
Based on feedback we received from users who took the exam, there were very little to none Lightning-specific questions.
HI team,
I have cleared Admin certification.
Thank you so much for the materials, was so helpful.
Is there Pardot certification guide available ??
Congratulations on passing the Admin exam, Albin! We currently do not have any materials for Pardot.
Thanks for helping me pass the ADM201 exam.
I passed the ADM201 certification exam today on the first attempt. Your study guide and practice tests were very useful and I will certainly be using your material again for any other certification exams I might take. Thanks FocusonForce team!
Great to hear, thanks for letting us know!
Just passed ADM 201! Thank you Focus on Force for the study guides and exams!
Thanks for the great material, it helped me study efficiently for the cert.