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 FOF , I am a new Certified Sales Admin. It has been only two months of intense study but God knows that I have study for anything so hard in my life I definitely would have been lost without your materials . No doubt I will purchase the next one as soon as I will start studying for the Platform Builder cert!.
Great news, Rafael! Thanks for sharing your experience! Our team is glad to know that we are able to help!
Hi All, Tks FoF, using your Study Guide material and Practice Exams,I achieve the success on the test, and now Im a Certified Salesforce Admin.
Awesome news, Paul! Congratulations on clearing the exam! The whole FOF team is glad to know that our materials helped, cheers!
Thank you FOF team. I passed my exam today in first attempt. Your study material and exams were outstanding I ll 100% recommend to my friends and colleagues. Thanks again
Great news, Sowmya! Congratulations on clearing the exam, we are glad to know that we are able to help! Cheers!
So this study guide will help passing the Admin certification but if you are new in this field and you don’t know anything about salesforce and want to be an Admin or Developer how will you learn fast and get job? Specially if you are from non IT background. And I have heard that now a days getting only Admin job is difficult as you have to be Admin + Developer. Can someone guide me regarding that?
Hi Binita, the Admin+Developer role would be in a smaller company where there might be only 1 person supporting the Salesforce org. In larger organizations, people can specialise and have a full time Admin, Business Analyst or Developer role. I talk about this more in my book, available here: https://getbook.at/thecareerplaybook
Hello FOF team, thank you for all of your hard work! Wondering if there is a list of trailheads to complete for each section in addition to the ones listed. Many of the sections don’t have trailhead links associated with them and I’ve found that coupling studying with some hands on practice is incredibly helpful.
You are on the right path by actually trying to do hands-on practice along with learning each section. I would recommend using the Trailhead Admin Trailmix. By the time that you finish this Trailmix, you would have completed several Superbadges as well, which are definitely great challenges as you learn about becoming an awesome admin.
Hi team. I passed my SF admin exam! Thank you so much FOF. Your courses and practice tests were very helpful!
Congratulations, Vanessa! We are glad to know that our materials helped, cheers!
Thank you FOF team! I’m a Certified Admin now. The study guide and practice exams helped me a lot! Will be back to FoF for the Next exam.
Awesome news, Adrian! Congratulations on clearing the exam! We are glad to know that we are able to help!
Is the Study Guide designed to be completed in order or is it OK to skip around and do sections in a different order?
Hi, Erin! Thanks for taking the time to reach out to us. The study guide toggles were only arranged based on the exam outline order, but you can study the topics in whichever order would work for you.
Thanks Belle!
Thanks FOF, great material, passed 1st time today
That’s great news, thanks for letting us know Mark!
Hello FOF Team, I am a Certified Salesforce Admin now. Thank you for your wonder full study guide and practice material
Awesome news, Anita! Congratulations on clearing the exam! The whole team is happy to know that we are able to help, cheers!