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.
- Explain the various organization Security Controls. (for example, Setup Audit Trail, Login Hours, Session Settings).
- Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example, public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders).
- Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
- 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, and record types).
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields.
- Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects.
- Test Your Skills!
- Knowledge Check
Sales and Marketing Applications
- Given a scenario, identify the capabilities and implications of the sales process (for example, sales process, opportunity, path, and forecast impact).
- Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example, dashboards, lead scoring, Einstein opportunity scoring, and home page assistant).
- Describe the capabilities of lead automation tools
- Describe the capabilities of campaign management
Data and Analytics Management
- Data and Analytics Management Overview Video
- Describe the considerations when importing, updating, transferring, mass deleting, exporting and backing up data.
- Describe the capabilities and implications of data validation tools.
- Describe the options available when creating or customizing a report or report type.
- Describe the impact of the sharing model on reports.
- Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, Subscribing, running user).
- 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
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Hi, I have completed Admin certification… Thanks a lot for detailed study material… It helped a lot…
Passed ADM201 today thanks for consolidated study material .
Boom, just passed my ADM 201 exam thanks to this course material. Thank you!
Just passed my ADM 201 exam today and this site helped so much!
Hi Martin,
I Passed My ADM 201 Exam yesterday, I must say thanks to you because your material helps me a lot to get my ADM 201 Certification.
A small request from me please provide more examples and scenarios for topic wise in the materials for better understand the concepts.
That’s great, thanks for letting us know. Thanks for the feedback as well, we will try to add more examples and scenarios.
A great tool that summarizes an overabundance of information into an easily consumable format, which helped me pass with over 90% this past Saturday! Onto advanced admin!
Very useful information!!!!
hi martin,
i m new to salesforce and want to appear for 201 admin exams pls help through the processs very confused as there is lot of material out der
Hi – yes it is confusing as there is so much information. That’s why we created this article, it gives you a 12 point plan on how to study:
https://focusonforce.com/salesforce-administrator-certification/
Hi, Got to know about this website from a friend. I am planning to give the Admin Certification exam in Jan. Please guide on how do I start? Should I first do all the Trailheads or refer to the guide from this site and then do the trailheads. TIA
Hi Reena,
Thanks for your questions. Please read this article, it gives you a 12 point plan on how to study:
https://focusonforce.com/salesforce-administrator-certification/