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
Hello Focus on Force Team yesterday I took the exam an I passed, great sudy guide and practice exams, I just want to say Thank you.
Congratulations, Victor! We are glad to know that our materials helped!
Thank you Focusonforce team, for the guide and mock exams. It gave me more confidence and complete the certification with in a short time. I am happy to share with you that today I am able to clear Salesforce Admin Exam and certified as Salesforce Administrator. Thank you very much.
Congratulations on getting certified! We’re glad our materials helped.
Hi Gopinath, How long it took for you go from start to certification?
Thank you Focusonforce team, the content has been very instrumental in helping me gain a better understanding of the Salesforce platform as well as getting me certified. Great job team.
Congratulations! We’re glad our materials helped.
I passed the exam today in 1st attempt. I did not just clear it, I smashed it!
FoF gets the biggest credit for this, thank you!
That’s amazing, Kunal! We are glad the study materials were able to help you.
Best Christmas gift ever! Just passed the Admin Course (23Dec) first time. Would never have done it without the study guide to read through. Thanks
That’s awesome, Mark! We are glad the study guide helped you pass just before Christmas :)
I passed the Admin Exam today in my first try. Thanks FOF for this study guide!
Great news! We’re glad that our materials helped. Congratulations on clearing the certification exam, vtvu1908!
Is it possible to map custom lead fields to standard fields on the Account, Contact, and Opportunity?
Hi B, currently it is not possible. Salesforce says they will work on it but did not provide a timeline.
Big thanks to the FocusOnForce team for making this course. It was crucial for me while preparing for the Admin Certification. I passed the exam today. All topics are explained clearly and are easy to follow. Practice exams were very helpful too.
Hi Alisa, congratulations on passing the exam, we’re so happy to hear that our materials helped!
I want to thank FocusOnForce team for providing study guide and mock exams. It really helped as I didn’t have much time to practice on trailhead. The detailed description and screenshots helped me to pass my admin certification exam today. Thank you FOF for providing these amazing materials for lesser cost.
Hi Visa, We’re glad that our materials helped!
I want to thank everyone involved with both this and the Admin Exam Question courses. It has been an incredible tool to help me obtain my Admin Certification!
I will share your message with the team. We are glad the study materials helped :) Congrats on passing the exam, Adrián!
What is the avg number of hours it takes for the candidates to prepare and pass the exam?
It all depends on your previous knowledge and experience. Usually, we recommend to take a few months to prepare, but if you work with Salesforce every day, and you have a few hours to study each day, we believe it’s possible to pass within a few weeks.
Hi Adrian, How long it took to prepare and pass the exam?