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
I have passed the examen today!! I am Certified. I have studied for 2 months every day about 1-1,5 hours and I could pass it. Thanks to all organization for this course.
Congratulations! Thanks for sharing your experience! The whole team is happy to know that our materials helped, cheers!
Hi all at FoF – Just want to thank you I passed my Admin certification first time round on Saturday! :) The breakdown of topics really helped and especially the explanations on the answers in the practice exams.
Awesome news, Christina! Congratulations on clearing the exam and thanks for sharing your experience with us! The whole team is happy to know that we are able to help, cheers!
Finally Certified. Thank you Focus On Force. The study guide and practice exams were really helpful. Next step now Platform Developer 1.
Congratulations, Fahad! Thanks for sharing your experience, the whole team is happy to know that our materials helped!
WooHoo, I am certified! Thank you, FoF Team. Your study guide and the practice exams are super helpful. I am recommending FoF to anyone that I know who is or will work on Salesforce Certs. Keep up the good work!
Congratulations, Charlie! Thanks for sharing your experience, the whole team is happy to know that our materials helped!
Hi! Passed my exam last monday!! Thanks for your helpful material.
Hi Achille, great news, congrats! We’re happy to hear that our material helped!
i’ve just passed this exam and I can’t thank Focus on Force enough it’s been an amazing resource thank you!!! This was my second attempt so I want people to know to trust the study guide and don’t give up as this exam is tough!!
Congratulations, Carl! Thanks for sharing your experience! The whole team is happy to know that we are able to help, cheers!
Passed the Admin Certification Exam! Thanks so much to Focus on Force – I don’t know that I could have done it without your guides & practice exams. Definitely will be coming back when the time comes for the next exam.
Congratulations, Kyle! Thanks for sharing your experience, the whole FOF team is happy to know that our materials helped, cheers!
I am finally SF admin certified thanks to FocusOnForce ! Thank you for all the help!!
Congratulations, Bekah! We are glad to know that our materials helped, cheers!
I passed the Admin exam last week!! Thank you so much for your resources. The practice exams and the study guides were a huge help. Best feeling in the world seeing that word “PASS”! I highly recommend FOF.
Congratulations, Kim! Thanks for sharing your experience. We are glad to know that we are able to help, cheers!
Yayyyy Meee….I am Certified!!!! Thank you guys so much for the practice exams and guides… They were extremely helpful. I will be advance my skills and will be sure to take the Advanced Course. Keep it up guys, you make a difference. xoxo
Amazing news, Shay! Thanks for sharing your experience! Congratulations on clearing the exam, the whole team is glad to know that our materials helped.