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.
- Explain the various organization Security Controls. (for example, Setup Audit Trail, Login Hours, Session Settings).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example, public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders).
- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
- 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, and record types).
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields.
- Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.
- Test Your Skills!
- Knowledge Check
Sales and Marketing Applications
- Given a scenario, identify the capabilities and implications of the sales process (for example, sales process, opportunity, path, and forecast impact).
- Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example, dashboards, lead scoring, Einstein opportunity scoring, and home page assistant).
- Describe the capabilities of lead automation tools
- Describe the capabilities of campaign management
Data and Analytics Management
- Data and Analytics Management Overview Video
- Describe the considerations when importing, updating, transferring, mass deleting, exporting and backing up data.
- Describe the capabilities and implications of data validation tools.
- Describe the options available when creating or customizing a report or report type.
- Describe the impact of the sharing model on reports.
- Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, Subscribing, running user).
- 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
Thank you so much for these materials, Martin!!! They are very useful. I passed the exam today.
Thank you!
Thank you Martin. I have passed my admin 201 certification yesterday 11/8/2017. The course materials were great notes. I believe the practice exams were really really helpful. Thanks a lot.
That’s great congratulations! – thanks for the feedback and glad that it helped.
Sorry if this comment is posted elsewhere. I thought I had written a comment a few days ago, but I couldn’t find it anywhere.
I asked what type of material is included in the study guide. Is it a reading summary or are videos included etc. Is there a small sample anywhere to read before making a purchase?
Hi Thomas,
It is a summary of the information you need to know by official study guide topic.
It includes summary notes, diagrams, screenshots and flashcards.
We are looking at adding videos in the near future.
It is all online and update frequently, so there is no sample available, but check the screenshots
and testimonials.
Hi Martin,
I passed the exam on Sunday. Thanks to you and the materials.
I am thinking to go for the Platform App Builder and the Advanced Administrator next. Any advice on which one I should focus more on and do the exam first ?
Regards,
That’s great news Steven. For your next one, it depends on which track you are planning to follow.
If it is Admin, then go for Advanced Admin. If you are following the developer track, then I would suggest App Builder.
Hi Martin,
I passed my Salesforce Admin exam today and found your Study Guide and Practice Exam to be a huge help.
Thanks so much,
Paul
Hi Martin,
Yesterday I passed my Admin Exam, your notes and tests were a big help. Thanks a lot, I will be using the next courses when I start studying for the Platform App Builder certification next week.
Regards,
– James
Hi All,
I will be taken te exam admin on the 9the of october. Will the course admin give me enough body to go for the certification?
any tips on test exames?
best regards
Bart
Hi Bart, we always suggest that the FocusonForce materials are used together with hands on experience and Trailheads. See this article for some tips on how to prepare and study:
https://focusonforce.com/salesforce-administrator-certification/
Hi Martin,
I cleared the exam yesterday the study material you provided was very helpful.
Thanks a lot.
Sumedh Deshmukh
Hi Sumedh,
That’s great, thanks for letting us know!
i passed the exam today .Martin your site has help me pass the exam your material is far the best.I recommend others to learn study guide material it has good understanding of the concepts in a proper and easy way .Thanks Martin !!!
Hi Nirali, that’s great news, glad we could help.
Hi I am giving my Salesforce Admin 201 certification next week. Will this site be helpful to me if I read all the study materials and quizes from this site. Please help me..!! I have very less time. Thanks
Yes it will be useful for you if you use it to learn. Read the comments from others to understand how they found it useful to prepare.