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
passed my admin exam, thanks for the great learning resource, now hard part is to find job /project.
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Hi Salvatore, great news, congrats on passing the exam!
Passed my Admin just using your guide and mock exams. Thank you for your efforts!
Great to hear Kirill, thanks for letting us know!
Hi Martin and Team,
I have passed the admin exam today after 3 months of toil. Your materials were really helpful. Thank you so much and I am ecstatic.
Congratulations Krishnamurthy! It’s great to hear that our materials helped. Cheers!
I passed my Salesforce Admin exam on the first attempt!! Thank you Focus On Force, your material was so helpful, I am new to the Salesforce platform but your study helped me!
Congratulations on clearing the exam, Tyla! We are happy to know that we are able to help, cheers!
Today I passed my Admin Exam on the first attempt. I couldn’t have done it without F of F. Many thanks, and I will keep using your material in the future!!!
Awesome news, Tim! Congratulations on clearing the exam, the whole team is happy to know that our materials helped! Cheers!
Just passed my Admin Certification! The study guide and exams helped so much! Thank you!
Hi Curtis, thanks for letting us know, great to hear that they helped you!
I can’t tell you how much this site helped me pass my Admin Exam today, first try! Thank you!! I will definitely be using Focus on Force for my next certification!!
Awesome news, Stephanie! Congratulations on clearing the exam! The whole FoF team is happy to know that we are able to help, cheers!
Hi Stephanie – planning on taking soon using FOF to study. Any tips to get the most out of it?!
I suggest taking an exam to get a base and then study that and the guide where you feel you need extra focus.
Hi Stephanie! Congratulations! i wanted to ask how long it took you to revise and prepare to sit for the exam?
Thankyou! All in all I would say that it took me 5 months but I was also working that into a full time working and Mom schedule.
The new numbered slides feature is soooooo helpful!! Thank you so much for the update.
Hi Rachael! We are glad that you liked the new layout of our page.
Thanks a lot Focus on Force team! I passed my Admin Exam today with your study material and practice tests.
Congratulations on clearing the exam, Kiran! We are happy to know that our materials helped, cheers!
Congratulation Kiran.