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
Passed first time. Hadnt even seen a Salesforce screen as of the 1st of April, passed first time on the 21st of May. Fantastic notes. Thank you!
Great news, David! Congratulations on clearing the exam, the whole team is happy to know that our materials helped! Cheers!
Hello,
Am glad to inform that I have passed the exam with approx 90% thanks to your high quality material and a lot of trail and error on the playground.
Will buy Platform App builder and Advanced Admin now.
Cheers and keep up the good work!
Best,
Himanshu Sharma
Hi Himanshu, congrats on passing the exam! We’re happy that our materials helped.
Hello, I am reading Reports and Dashboard Modules….It says you can add upto 3 related objects in custom report types… while when I read it on trailhead Its say 4…. Please clarify…..
Hello, Vishwas. Thanks for taking the time to post your comment. That is right, you can associate up to four objects to a custom report type. I have reviewed the slide that you are pertaining to and I’m quoting it here:
This statement is correct as well. To make it clearer, the three related objects in addition to the Primary object make up a total of four objects which is the limit for custom report types.
Hi! how can I be sure that i’m prepared to face the exam? I’ve passed all the exams that are in the other module. Is that enough? any recommendations? thank a lot!
Hi, Lola! The first and only thing that we can guarantee is that the study guide and practice exam materials you used here are all up-to-date and should really help you to prep up for the actual certification exam. If you are now confident about all the concepts you have learned, you can get your mind relaxed, ready, and focused on your upcoming exam day.
Hi all! I want to register in Kryterion to do the exam. However, i dont find ‘Spain’ in the list to select the testing center. Does anybody know why? i am aware of there are testing centers in Spain. Thanks a lot
Hi Lola,
Upon checking Kryterion, it looks like several other countries are also unavailable for selection. Certain testing centers could be temporarily unavailable on the site because of Covid-19. You might want to consider doing an online-proctored exam instead.
I just passed the Salesforce Certified Admin certification today! Thanks for the precious knowledge and materials to the entire crew of the Focus on Force.
Congratulations on getting certified! Our team is always happy to hear good news like this and that our materials helped.
Congratulations buddy!!
Congratulations!! Any suggestions for the newbies out here?
I cleared the ADM201 certification today. Thanks for the excellent study guide.
Congratulations on getting your certification! We’re delighted to know that you found our materials helpful.
Hi FoF community,
Within Web to lead process, Can you details what is the difference between “Enable reCAPTCHA Verification” and “Include reCAPTCHA in HTML”?
By advance, thank you;
Hi Mourad,
When ‘Require reCAPTCHA Verification’ is enabled, cases and leads are only created if reCAPTCHA information is submitted along with the form. This means the ‘Include reCAPTCHA in HTML’ should be enabled too. Otherwise, no leads or cases will be created because of the absence of reCAPTCHA verification.
If reCAPTCHA is included in the HTML but reCAPTCHA verification is not required, all cases and leads will still be created regardless of whether reCAPTCHA verification was done or not.
You can find more reCAPTCHA FAQs here:
https://help.salesforce.com/articleView?id=customizesupport_web_to_case_enable_recaptcha.htm&type=5https://help.salesforce.com/articleView?id=customizesupport_web_to_case_enable_recaptcha.htm&type=5
I passed my admin certification last week. Thanks to the team behind making this study guide. It was really useful. Will definitely buy more courses in the future.
That’s great news Shashi, glad you found our materials useful!
Hi! The exams gathered in focusonforce are the real ones? I’ve heard wording in the exams are much complex and exams are more difficult than the ones uploaded in focusonforce. However, they seem very helpful to get familiar with the material and practice as much as we can. Thanks!
We don’t do question dumps. We create our own questions that are fairly similar in structure and format. Our practice exams do have the same number of questions, have the same weight percentages, and have the same time limit as the actual exam to mimic it as closely as possible.