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 took the exam today and passed. thanks for your very helpful study guide and the question bank.
Hi Manimala, congatulations on passing the exam, it’s great to hear that our materials helped!
Is the current certification exam still using SU19 material?
Yes, the current certification exam is based on the Summer ’19 release
Focus on Force Team – thank you so much!! I finally passed my Certified Admin exam this morning. The study material and practice exams really helped me!
Salesforce Admin Cert Test PASSED! Thanks for all the help the Study Guide and Practice Exams provided.
Hi Chris, congratulations on passing, it’s great to heat that our materials helped.
What percentage is “Sales and Marketing Application II”?
Hi Sonita, the percentage for Sales and Marketing Applications is 14%.
14%, but they split the content into two sections for studying purposes. The exam itself only has one Sales and Marketing section.
Hi, is the material updated for the Summer 2019 Admin exam?
Hi Ela, I confirm that the materials are updated for the Summer ’19 certification exam.
Hi really great study guide and exam. Will you develop this for Marketing Cloud or Einstein Analytic? Thanks.
Hi Nicolas, thanks for the nice words about our course. Unfortunately, for now, we don’t have any specific plans for any new course in the near future as we’re busy with updating and improving existing ones. But we will take them into consideration for the next year.
Hi Martin and team,
Wanted to pass on my thanks for this great learning material. The way the entire material has been formatted with granular details was so beneficial to my understanding. I got a great passing score and cleared my SF ADM cert exam today. A systematized way to understanding this material laid out by FOF and hands on practice on the org is the way to go. It is not just about passing the test, but understanding the complexity of Salesforce is a great experience in and of itself.
Thank you again and ‘May the force” be with you!
Thanks for the feedback Vina, glad you like our systematized way of presenting the material!
Hi There, Where can I find sample full test practice question papers? Is it part of this course or need to buy separately?
Hi, thanks for using our course. Study Guide and practice exams are two separate courses, so each of them needs to be purchased separately.
My exam is in 17 days – is it enough time to learn material – a bit panicking
Hi Angela, it sounds tight but it depends on your existing knowledge of Salesforce and how much time you can dedicate on those 17 days. Please try to accomplish a full practice exam to see where you stand in each category. If you find your score too low, maybe you can postpone the exam date.
Thank you Sara, I will have at least 5 hours a day to study and I have just tried mock exam and I got 61%, to pass it I need 65%?
Hi Angela,
Yes, 65% is needed to pass the exam. It would be good if you can work on the categories with the high percentages since you will get more questions about them.