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
Hi there… I absolutely am enjoying this course – it is thorough, well-written and extremely comprehensive. Please indicate if I need to know the sales and marketing applications number two as well as the user set up number two. There are no percentage points associated with this. I hope not… But I bet it is recommended, or it wouldn’t have been included in the first place. Kindly advise.
Hello, Linda! We are glad that you are enjoying our course. We would like you to know that some topics like Sales & Marketing Applications are subdivided into two or more parts in order to prevent overloading content per page. To make it short, part 2 (or 3 and up) is essential and is included in the official exam outline. It also means that the topics in these succeeding parts are included in the percentage. For your reference, please navigate to the Exam outline section of the official Salesforce exam guide for admin certification below:
Salesforce Certified Administrator Exam Guide
https://trailhead.salesforce.com/help?article=Salesforce-Certified-Administrator-Exam-Guide
What a detailed response! Thank you… I understand your reply perfectly. I appreciate you taking your time to be clear! I just bought the mock tests…Tomorrow when I am fresh I will start:)
Just completed my first attempt at the Certified Administrator exam, and I passed!
I feel like a huge weight has been lifted off of my shoulders, and I honestly don’t know how I would’ve done it without the help of the Focus On Force resources!
Salesforce needs to make you all an official partner and direct all trainees here!
Thanks again,
Paul
Great news, Paul! Congratulations on clearing the exam! The whole team is glad to know that our materials helped, cheers!
I have no prior experience in IT. Learning from this website and trailhead. im really nervous.
Hello – i just wanted to say i passed the Certified Administrator exam yesterday – thank you so much for the fantastic materials and practice exams – they really helped.
Great news, Liz! Congratulations on clearing the exam, the whole team is happy to know that we are able to help.
Hi Liz, Did you go through all the links provided or you only referred to the slides?
I passed at my 2nd attempt, and I barely passed. But pass is pass. It doesn’t matter if you get a 65% or a 95% on your 1st, 2nd, or 3rd attempts.
I wanted everyone to know that I can do it, anyone can do it. The exam questions are different and tricky, so it really helps to understand the material and know how to take the test. So I purchased the practice exams so understand the strategy, but I never scored more than 80%. I never looked at the answers either…I just reworked on the sections I did not do well on. I took many, many practice exams over and over until I got the sections under a reasonable percentage. I stumbled on the 1st question of the exam and I thought I was surely going to fail it again. But strategy taught me to go through all the other questions and come back again when I’m done. That’s what I did. I came back again and again until I had 2min. left. Again, if I can do it this. Anyone can.
Hi Abhik, congrats on passing the exam, we’re happy that our materials helped. Thanks for sharing your experience!
Oh my goodness what a beautiful encouragement you are to me! You are so humble and sweet to be so open about your journey thank you so much… I am working so hard and I am making progress but it really is a daunting task there is so much material. I just took my first practice exam last night and only got a 58 but I hadn’t studied one section and the other section I hadn’t looked at in a long time so I feel very encouraged. Just got the notetaker section to work and I am coming up with great notes in conjunction to each of the slides having a lot of fun actually and now I feel encourage that in due time I too will have success. Thank you so much for your encouragement:)
Thank you for this! I have booked my exam and I feel super nervous. I have no IT experience and thats why I have been doubting myself but thank you for the motivation!
Had a question on Security -> IP Ranges. If in Network settings Ranges are set. Outside IP Range: Verification and Login challenge is sent. INside IP Range Login without verifying identity. The question that I had, 1) Is there a scenario where Only the Verification is required without login challenge 2) If Inside IP Range and user login in for the first time will the user need to enter the verification or will they be automatically logged in ?
Hello, Kiran! Thanks for taking the time in sharing your clarification. Please take note that ‘login challenge’ refers to the identity verification method that is sent to users. Identity verification and login challenge are the same thing which somehow answers your first question. For your second question, even though a user logs in for the very first time, he/she can log in without receiving a login challenge as long as he/she logs in within the IP Range. Usually, for a newly created user, an account verification email will be sent which contains a link to verify the account and consequently set a new password. After this process, he/she will be automatically logged in to the org.
Thanks Belle for the clarification
I passed my Salesforce Administrator exam on September 15, 2020, first attempt! I’m ready to start diving into the Advanced knowledge area. I’ll be purchasing this today. Well done Focus on Force breaking down the material into sections. This made it easy for me to identify my weak areas and focus on them using your material and put to use in the free Dev SF site. Thank you!
Great news, Jennifer! Congratulations on clearing the exam, we are happy to know that our materials helped. Cheers!
I passed my exam this morning at my first attempt. I really valued the guide and the practice exams for this certification. They really helped me to understand the content in greater depth. I did the Salesforce Bootcamp but I think this helped more.
Awesome news, Peter! Congratulations on clearing the exam, we are happy to know that our materials helped!
I passed the ADM201 exam last week – my first attempt. As always mentioned, the key to passing is to understand the concepts.
The investment in your course materials was worth it. Thank you.
Thanks Jane, glad to hear you were successful!
Yes!!!!!
I passed my Salesforce Administrator exam on September 25th 2020, first attempt, thanks to all the team members of Focus on Force and I will say it again, this content is rich ?. I will be back for other courses?
Thank you FOF, I passed my certification in the first attempt being from an non-IT background your study material really helped. :)
Great news, Pallavi! Congratulations on clearing the exam, we are happy to know that we are able to help! Cheers!
Hi Pallavi, I too have no IT experience and I feel extremely nervous to take my exam. How long did it take you to prepare for your exam? have you got any tips for me?