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
Is it possible to give the official salesforce link to the winter 20 release information? This would help me to know what’s new in the release as I am planning to give my exam later this month.
Hi Visa,
Here’s the link to the Winter ’20 release notes:
https://releasenotes.docs.salesforce.com/en-us/winter20/release-notes/salesforce_release_notes.htm
Thank you, Sara
Hi there, I saw that something is being updated/switched this week as far as the Exam goes. I’ve been studying this study guide and practice exams and I’d like to know what the test switch is (i.e. winter 2020) and what day that is officially effective. I believe is said Dec. 6th, so does that mean the winter 2020 exam starts Dec. 6th OR does that mean that the last day for Spring 2019 exam is on the 5th? PLEASE HELP AND LET ME KNOW! Thanks! :)
Hi Liam, we do not know about the date for sure. However, you can see the release your exam will be based on while registering for an exam in Webassessor.
Hey guys,
I hope you’re doing well ! I have a question : I’m going to pass my exam this month and I don’t know what to expect concerning the questions. Is it the same format as here ?
Thank you by advance and have a nice day
Jo
Hi Jo, yes, the format is very similar like here on Focus on Force. You will have questions and options to choose from, and it will be clear if it’s multi-select. Also, if you are not sure about the correct answer, you can mark it, and get back to it later. When you’re done, you will get a list of all answers so you can check them all if you have time, and the submit process is also very similar to ours.
You will have 60 questions and have to answer 39 correctly to pass which is 65%, and the time that you’ll have is 105 minutes.
Just passed the exam. The study guide and practice questions were very helpful. I did this in combination with 2 courses on U Demy… THANK YOU!!!!!!
I also would like to say – I also scored the same percentage on the exam that I averaged on all 6 practice exams.
Hi Monica, congrats on passing, it’s great to hear that our course helped. Do you have any tips/suggestions for our users that are taking the exam soon?
I just cleared my admin exam. Thank you so much FocusOnForce! I cleared it easily, the guide and practices tests helped me a lot.
Hi Max, congrats on passing the exam, it’s great to hear that our materials helped! Do you have any advice for other users about the exam?
Hello Max. Congratulations. Did you use any other resources other than the guide and practice test?
Thank you
I passed my ADM201 exam last week. The Focus on Force material, especially the practice exams, were very helpful. I actually made the same score on the exam that I had been averaging on the practice test in the days before the test. The level of difficulty was very similar. Thanks so much for producing a great tool at an affordable price!
Congratulations on passing the exam, Julia! We are happy that the materials were helpful in your preparation. Also, it is interesting to hear actual stats about how similar the practice exams are to the real Admin exam.
I just passed my Salesforce Admin exam at Dreamforce 2019 today! I only studied for about 10 days in a period of one month and passed! Your training guide and exams have been a huge help for me to prepare for the exam. I’ve signed up to other online resources but none compared to FocusOnForce. The diagrams and screenshots with highlights, resource references, and explanations really help me understand why I got the wrong answer. The sample test questions and format was very similar to the actual exam. I just purchased the Advanced Admin course and looking forward to the next test. Thank you!!
Hi Robert, congrats on passing the exam and thanks for sharing your experience. It’s great to hear that our materials helped and that you studied only for 10 days.
Hi
It would be great if it is in tabular form by differentiating workflow, process builder,and approval process
Thank you for your feedback! We will add it to our improvements list.
In the meantime, you might find this Help link useful:
https://help.salesforce.com/articleView?id=process_which_tool.htm&type=5
I passed the admin certification on my first try. The study guide and practice exams made it absurdly easy.
Congratulations, Adam! We’re happy that our materials helped.
I passed my exam yesterday. This site has been extremely helpful. Thank you :)
Ikram, Congratulations on passing the exam! Glad to hear that our materials helped!