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, I just passed the Admin exam. I found the practice exams to be very helpful. Thanks!
Great news, Renald! Congratulations on clearing the exam, we are happy to know that our materials helped!
Thank you all for this very helpful course. I passed my admin certification in June and could not have done it without these materials
Great news, Ilya! Congratulations on clearing the exam, we are happy to know that our materials helped, cheers!
A little late with the update but I passed this exam about 6 weeks ago, and found FoF material very helpful
Awesome news, Matt! Congratulations on clearing the exam, we are happy to know that our materials helped! Cheers!
Thank you! Thank you! Thank you! Today I passed the SF Admin 201 after just 2 1/2 weeks of following your course program. That is especially significant given the fact that I had previously failed the 201 exam four (4) times. Now on to the Advanced Admin 301! I’m PUMPED!
Hi Burt, awesome news. Congrats on passing the exam, and thanks for sharing. We’re happy to hear that our materials helped!
I have cleared Salesforce Admin last week. Thank you for FOF materials. I am preparing for App Builder now . Thanks, sowmya
Congratulations Sowmya, thanks for letting us know. Glad we could help!
Hey there From Dallas/Ft Worth TX. Just wanted to let ya’all know I passed my Admin Certification last Wednesday. Great study material and practice exams. Very instrumental in my passing the exam. Thank you so much!
Awesome news, Gregory! Congratulations on clearing the exam, the whole FoF team is happy to know that our materials helped. Cheers!
Hi all!! I have passed this afternoon!! Many thanks for the materials provided. Without them, it would be much harder! Thanks Martín and the whole team! Cheers from Santa fe province, Argentina!!!
Awesome news, Guillermo! Congratulations on clearing the exam! The whole team is happy to know that we are able to help.
Congrats, I m also preparing for the exam. did u just use practice test, or both study material and practice test?
Hi Focus on Force Team – Just a quick note to let you know that I passed my exam yesterday and 100% could not have done it without the Study Guide and the Practice Exams. I’ll be sure to come back when I need to study for my Advanced Admin. Thank you!
Congratulations on clearing the exam, Donna! The whole FOF team is happy to know that our materials helped, cheers!
Hi team! i ‘ve passed the exam! however, the certification salesforce sent to me is wrong! it’s missing my last name! how can i manage this? I need the certification with my full name. thanks
Hi Lola,
Send an email to [email protected] with your concern, and they will fix it. Congratulations on clearing the exam!
thanks Sara! what would be the next certification you suggest to keep growing in salesforce? App Builder? thanks
Hi Lola,
It depends on your interests or the career you would like! Salesforce has information on each certification and who it is best suited for:
https://trailhead.salesforce.com/credentials/administratoroverview
I am not able to locate the question sets. Can anyone please help?
Hi Manimala, study guides and exams are two separate courses, so each of them needs to be purchased separately.