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 heard that Salesforce has changed their exam format and now we are not getting similar questions like we use to get earlier as in ‘practice exams’. Is this true and are we updating the practice questions?
Hi Rahul! Thanks for the inquiry. FOF Study Guides and Exams are all aligned to the most recent and updated Sections and Detailed Objectives that took effect on June 23. New questions were added as part of the updates.
Took my exam yesterday and passed! Such a feeling of accomplishment and it was truly using the exam guide and practice tests that made all the difference. I will say the exam does cover many use cases focused on Flows so make sure you feel comfortable with that topic. I know once I’m ready to go for advanced certification FoF will be my guide ; )
Hi Nina! That’s awesome! Cheers to you for passing the Admin Certification. We know how ecstatic the feeling could be — Congratulations! Thanks for providing your thoughts regarding the Flows, that’s going to be helpful for those who will take the certification soon. Have a great day!
Hi everyone, I passed my Admin certification. Thanks, FOF for the robust collection of relevant information and practice questions.
Hello Adenike! The whole team here in FOF celebrates with you. Congratulations on passing the Administrator Certification. We are always glad to know that our Study Guides and Practice Exams have prepared you well. Great job!
Hello
I just bought both the study guide + certification and I wanted to want to know is it better if I start with them or with trailhead.
Thank you for your help !
Hi Hamza, thanks for the inquiry. The topics covered in the study guides and practice exams are concentrated on the objectives in the exam outline. We recommend you taking the practice exams over and over until you obtain the highest score possible. It’s highly recommended though to reference trailhead and other Salesforce documentation when you encounter topics that may still not be very clear to you, or you may post your inquiries here or in the feedback forums. Lastly, it’s best to gain more hands-on experience in the Salesforce platform especially if you don’t work with it on a regular basis.
Thank you !
Hello everyone! Just wanted to post that my exam is in October and I’m really excited to start your study guide!!
Hi Luis, that’s great and we’re all excited for you. October is just around the corner and we wish you all the best on your certification. We know that our Study Guides and Practice Exams will be able to help you immensely with your Admin Certification journey. Good luck!
Hi Starkey! Thank you so much for your comment. I just started to use the Study Guide and I feel that this is what I need to have passed the exam. Also, I’m studying and practicing on Trailhead. If there is any tip that you could share, I’m all ears!
Hi..are reports and dashboards part of the admin certification now? I know it was there earlier.
Hello Natarajan. The section “Analytics—Reports and Dashboards” was moved to “Data and Analytics Management”. It is a new section weighted at 14%. More information can be found on this blog that we published: https://focusonforce.com/certification/salesforce-admin-exam-update-june-2021/.
Hi team,
Thanks to Focus on Force study guide and practice exams. I passed the Salesforce Certified Administrator test on July, 2021. The practice tests helped a lot for me to understand the underlying concepts. Thanks again!
Hello Bhanu! We are glad to hear that you have passed the Administrator Certification, that is great! We are happy that the materials were helpful to you in reaching your certification goals. Cheers!
Hi Is there any issue on your website — i posted series of questions for clarification from Configuration and Setup modules II and III for second time and today again I see my questions are being deleted, has that been done by system? Or you have deleted those? As when i posted question it was in Waiting for moderator review stage, and today I cannot see my posted questions, this is happening for second time.
Kindly check
Hello Subhro! We have responded to both of your queries via the email on your account to ensure that you’ll get all the answers to all your queries.
Hi Team, There is some update happen in June 21, hope those are also up to date in the Admin course.
Hi Shailendra, you are correct. Salesforce has updated the Admin exam guide on June 23, 2021. If you want to know more about the details of the changes, we have published a blog post about it.
Yes, our materials for both the Study Guide and Practice exams are up to date.
Hi team, I had a question, Is the course still updating ? Like are you guys going to add a few more sections to the current guide Or is it now upto date for anyone to give Admin Certification by this week.
Thanks
Hi Kunal, both the Study Guide and Practice Exams are now up to date and aligned to the new exam outline.