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
Today I passed the Salesforce Certified Admin, thanks for your great material :) The study guide and practice exams are excellent!!!! I will continue with my Salesforce Journey studying with you guys.
Congratulations Leonardo! This is great news, we are happy to know that our materials helped! Cheers!
Thanks to focus got my first salesforce admin certificate. Hope Focus will help me to gain my next certification.
Congratulations Ashajyoti! Cheers!
I passed my admin exam today. Admin course details helped me to pass. Thank you, Martin and Team.
Awesome news,sreenivasa! Congratulations on clearing the exam!
I passed my Admin Certification last night! Many thanks to Martin and the whole staff for the great study materials! On to the next Cert!
Congratulations Jim! The whole team is happy to know that our materials helped, cheers!
I just passed Salesforce Certified Admin Exam. FocusonForce materials were of great help. Thank you very much. Next stop is Salesforce Service Cloud Exam:)
Awesome news, Famil! Congratulations on clearing the exam, cheers!
I haven’t started the practice exams yet. I am wondering if the questions on the actual exam will be categorized by the topics as shown in the lessons. What is the actual exam format? Do they ask the questions randomly or categorically? Thanks.
There are topic exams and there are practice exams. The topic exams contain all the questions that exist regarding a particular topic. A practice exam consists of 60 questions, with the proper distribution of questions according to the weights of the actual exam. It is meant to mimic the official exam in terms of the number of questions, the weights, and the time.
Hey FocusOnForce, just passed my admin exam yesterday at the first tray with 79% overall weighted score. Thank you very much for your help your guide and exam questions are great. Best Regards Andreas https://trailblazer.me/id/andreashimmelreich
Congratulations on clearing the exam, Andreas! The whole team is happy to know that our materials helped, cheers!
Congratulations Corina, what do you recommend to pass the exam?
This is an amazing course and I’m proud to share that I passed the Salesforce Certified Admin exam on the first try!! Thank you so much for the detailed study guide and the practice exams (both topic and full exams were extremely helpful). These materials helped me fill in the gaps and gave me the confidence I needed.
Awesome news, Camille! Congratulations on clearing the exam and thanks for sharing your experience. We are glad to know that our materials helped, cheers!
I passed the Salesforce Certified Admin Exam today. Thank you for the detailed study guide and practice exams! They were both extremely helpful.
Awesome news, Corina! Congratulations on clearing the exam, cheers!