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! In the Organization Setup II guide’s List Views deck, slide 28 seems out of place. Am I missing something there? What does ‘View Deal Changes’ have to do with Kanban layouts?
Hello, Reuven! Thanks for taking the time to share your feedback. Recent changes in deals (Opportunity) can be monitored in the Kanban view by highlighting the modified values. Slide 28 discusses this feature, and it is relevant to the main topic. For example, text colors and arrows can be displayed in the Kanban to indicate amounts and close dates that changed during the last 7 days.
I also thought it seemed out of place, perhaps adding a mention to how it displays in Kanban would clear it up a bit!
Hello, Rachel! Thanks for your feedback. The slide will be updated to clearly mention its relevance to Kanban. We appreciate time as we process the changes.
Hello all, I am glad to share that I completed my Salesforce Admin Certificate last week. The material and the practice tests were so helpful. Thanks so much to all the Focusonforce team.
Great news, Manal! Congratulations on clearing the exam! We are happy to know that we are able to help, cheers!
Congrats, Manal – that’s awesome!!!
special thanks to people in the background of FoF, this guide is really useful and well done! have just passed my certification exam yesterday…see you on FoF for next certification! ciao
Congratulations, Fabio! We are happy to know that our materials helped, cheers!
Thank you FoF team for great study materials! Passed the exam this week on first try using this and trailheads exclusively. Would suggest having more difficult Practice Exams though, I was hit hard by the complexity of the questions on test day.
Congratulations, Olivia! Thanks for sharing your experience and providing feedback. We will definitely take note of this. The whole team is happy to know that we are able to help, cheers!
FoF team, thanks for your useful learning resources — I passed my admin exam this afternoon on my first go-around. A former colleague had recommended Focus on Force to me, and I’m very glad he did!
Awesome news, Peter! Congratulations on clearing the exam, and thank you for sharing your experience with the community. The whole FOF team is glad to know that we are able to help, cheers!
Hi Martin and FOF team !!!!!!!! I cleared my Admin Exam in the First attempt.I am so so ever thankful and grateful to FOF for this wonderful online resource. It really helped me understand the concepts and check my level of knowledge with help of practice exams. Thank You so much . Now my next goal is Platform Builder!!!:)
Awesome news, Jyothi! Thank you for sharing your experience, and congratulations on clearing the exam! The whole FOF team is happy to know that we are able to help, cheers!
Hello guys i just want to let you know that i just passed my admin certif today on first attempt after 1 month with FOF your courses was very helpful i already purchased the course for app builder and pd1.
Great news, Mehde! Congratulations! We are glad to know that our materials helped, cheers!
Big thank you to the FoF team for making this wonderful study guide.
It helped me PASS on the first try the Administrator certification today with an estimated score of 88% (estimated from my exam score per section and section exam weight).
The affordability of the courses of FocusonForce were a factor in my decision to get them, But the list of recommendations from Reddit peers to get them was the selling point for me!
Now, I know for a fact that they are great to prepare for the Salesforce exams (in addition to the mock exam course). I will be here again in a few months for Advanced Admin.
Thank you team.
P.S: Trailhead practise + other random free mock exams + “Who sees What” series on Youtube were the only other resources I used.
Awesome news, Mohamed! Congratulations on clearing the exam, and thank you for sharing your experience! The whole team is glad to know that we are able to help, cheers!
A big thank you to the Focus on Force team!! The study material was quite helpful and helped me pass the exam on the first attempt. Wanted to share my feedback – I was getting 80-85%+ on the full exams but I thought the actual exam had some questions which were quite different. So the exam was not as comfortable as I thought. Sharing the feedback so that you can look into it and maybe it will help others in future. But overall great content and importantly I relied completely on FocusonForce and cleared my exam on the first attempt and all the credit goes to the FoF team…
Congratulations, Nikhil! Thank you for sharing your experience, the whole team is happy to know that our materials helped!
Hello all!!! I cleared my admin exam few weeks back in the first attempt. A big thanks to FoF team. I am new to salesforce.I have spent almost 3 months to prepare for the exam. The material was so helpful and I like the scenarios section from each topic which helped me in applying logic during exam. Your practice tests were also helpful.
Thanks a lot once again!!
Hi Archana, Congratulations on passing and glad you found our materials and scenarios section useful, we appreciate the feedback!