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, just wanted to confirm that all the sections that say “to be retired” beside them are not longer to be studied/viewed and just the updated/new sections? because on my dashboard I currently have some new sections and weightings as well as the old sections and weightings which now read “to be retired beside it”. Just want to be super clear on what I need to be doing moving forward
Hi Soluchi, that is right. These sections were retired in the recent exam outline updates that took effect on June 23, 2021. We kept them published for a period of time to help with the transition, especially for those users who were not aware of the changes.
Hello- wanted to know if the material, lessons, and practice exams have been fully updated per the new exam guidelines and information? Or is it still being updated? Wanted to know when I can start looking and studying the material on FocusOnForce since I plan to take the new updated exam in July/August. Thanks!
Hi Alejandra, our materials for both the Study Guide and the Practice Exams have been updated to match the new exam outline.
Thank you, and thanks for the quick response!
I bought this Admin course a few weeks ago and was at 30%, really confusing it has all changed now. Don’t even know where to start from here. Any suggestions?
Hi Jeroen, we recommend for you check the blog post that we published here: https://focusonforce.com/certification/salesforce-admin-exam-update-june-2021/ to have a better visibility on the summary of the changes. It will also be essential to check the new exam outline here: https://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Administrator-Exam-Guide
SF also published an FAQ page regarding the recent changes that they implemented – https://trailhead.salesforce.com/help?article=Changes-to-the-Certified-Administrator-exam-FAQ
Hi, I took a practice exam today (23rd), are these the revised exams? Thank you!
Hi Sabrina, yes, all the exams (topic/practice/question bank) are now updated and is aligned to the new exam outline.
Hi, I’m happy to have gotten these practice tests and study guides.
I noticed that after the Workflow/ process information it says that those guides will be retired on June 23. Which is today.
Does this mean I don’t have to study these sections for my certification exam this coming July 23rd?
I noticed that
I am curious about the upcoming exam that I am taking
Hi Regina, yes, these sections will be retired as a result of a recent update that Salesforce did to the official exam guide. Here is a blog post that we published that provides a summary of the changes: https://focusonforce.com/certification/salesforce-admin-exam-update-june-2021/
We also recommend for you to check the updated exam outline: https://trailhead.salesforce.com/en/help?article=Salesforce-Certified-Administrator-Exam-Guide
Got to know couple mnts ago that Salesforce has made changes to Salesforce admin certification content which is effective from 6/23/2021
I was half way through with my course for admin certification and noticed that the sections of the course have been updated.
Wanted to get confirmation if the course is completely updated as per new guidelines of Salesforce admin certification OR is work being done to make updates? Accordingly, will have to plan my preparation again based on new content and sections.
Also what about admin certification practice exams? Have they been updated ?
Hi Gouriprasad, yes our materials for both the Study Guide and Practice Exams have been updated to be aligned to the new exam outline.
Standard and custom objects study section has disappeared. Was trying to brush up before my exam in 4 hours.
Hi Michael, the objectives from Standard and Custom objects have been moved to Object Manager and Lightning App Builder as per the new exam outline.
Hi, So for the retired lessons, I can’t no longer study them but wait until they are all updated? Is that right?
Hi BonBon, the material from the retired lessons has been moved to the new sections, we have left the retired lessons just until June 23 when the exam will officially change to the new outline.
I passed my exam yesterday! Thank you FofF – great quality material. Could not have done it without the huge range of test questions and mock exams.
Congratulations on passing the exam! We’re glad that our materials helped.
I’m happy to say that after months of studying, many practice tests and literally hundreds of hand-written flash cards, I passed my Salesforce Administrator exam. Thank you to Focus on Force for all of the great study materials and practice exams. I don’t think I could have passed without it. I found the explanations and the supporting links in the post-exam question descriptions especially helpful. Thanks again!
Awesome news, James! Congratulations on clearing the exam! The whole FOF team is happy to know that we are able to help! Cheers!