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
FOF Team, The material you collated has helped a great deal in clearing my Salesforce Certified Administrator exam. Thank you!
Hi Anuja, congrats on passing the exam, and thanks for sharing! We’re happy to hear our materials helped!
is it possible to add formula fields and roll up summary fields in reports? thanks
Hello, Lola! Thanks for taking the time to share your clarification. It is not yet possible to add formula or roll-up summary fields to a report. However, Salesforce provides fit alternatives for similar requirements such as creating row-level formulas and summarizing report data. You can view the following articles for more information:
Summarize Report Data
https://help.salesforce.com/articleView?id=reports_builder_fields_summaries.htm&type=5
Evaluate Groups and Totals with Summary Formulas
https://help.salesforce.com/articleView?id=reports_builder_fields_formulas.htm&type=5
Evaluate Each Record in Reports with Row-Level Formulas
https://help.salesforce.com/articleView?id=reports_formulas_row_level.htm&type=5
I passed the exam yesterday for Salesforce Admin! Thank you FoF! I found the Question bank to be the most helpful for preparing.
Great news, Sylvia! Congratulations on clearing the exam, we are happy to know that our materials helped! Cheers!
Just passed the exam yesterday! Focus on Force was instrumental in providing me with the understanding I needed to pass. Both the study guide and practice exams are top notch.
Congratulations on clearing the exam, Chris! The whole team is happy to know that our materials helped, cheers!
If you are not a salesforce admin at your company, how many hours of study should be enough to clear the exams?
Hi Prince, It’s hard to give a definite answer on the number of hours. It is better to make a plan to approach the topics in a structured way, working through them with a number of study tools, e.g. our study guide, practice exams, trailhead and practice in your own org, until you feel you know the topics thoroughly.
I agree with Martin. I’d also add that for me it was especially helpful to take the practice exams as much as I could in order to get a clear understanding of where my weaknesses were.
I just passed today! Salesforce trailmix suck compared to Focus on Force :P
Great news, RR! Congratulations on clearing the exam, cheers!
Just passed the exam!!
Hi Patrick, congrats! That’s great news!
Just passed Admin credentials – thank you Focus On Force Team
Hi Sebastien, congrats, that’s great news! We’re happy that our course helped!
Team FOF, I cleared my Salesforce Certified Administrator exam, after few months of trailheading , badges, super badges and importantly through the very focused and to the point FOF study materials. Thank you!! to the whole FOF team. for the efforts. Cheers!! :)
Awesome news, Vineet! Congratulations on clearing the exam, we are happy to know that our materials helped!
I have been studying and taking topic quizzes and practice exams to prepare for Admin Exam. I found there are ADM210, ADM201C (Lightning Experience), and ADX201 certificate exams. Can you please give me some advice on which one is the most relevant exam to take after I studied the materials from FOF? Thanks.
Hi Edgar,
ADM210, ADM210C, and ADX201 are classes offered by Salesforce. There is only one Admin certification exam which you could register for via Webassessor.