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 love this – is it possible to print the slide decks though?
Thanks for the compliment, Gayon. Nice to hear that the materials appeal to you. We highly don’t encourage printing the study guide as we are constantly updating it and improving it. A printed version would soon be out of date and might affect your study preparations in a not so positive way.
Thank you. Passed the certification exam comfortably on the first try!
Hi Tom! Thank you for sharing this awesome news with us. Congratulations on passing the Admin Certification on your first try. That’s something to celebrate! Job well done and we here in FOF are cheering for your achievement!
I’ve purchased the Sales Admin Study Guide and Practice exam. I was planning on doing the study guide with Trailhead Modules. I’ve noticed that it is a bit challenging to do them together. Would I be able to pass just by studying the Focus on Force Study guide and Practice exam and neglecting the Trailhead modules? to get my Salesforce Admin Certification?
Hi Arthur, 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 so much team. With help of FoF materials I was able to pass my Admin exam! The guide and practice exam were very helpful to clear my exam. Once again, thanks alot.
Deepika, hello! We are very pleased to know that you passed the Salesforce Administrator certification. Thanks for sharing that to everyone. The Team is happy to know that the materials that we are keeping relevant and up-to-date were helpful to you and your preparation. Congratulations on a job well done!
I am so happy to report I took my Salesforce Admin Certification Exam this morning and passed on the first attempt! Thank you so much to Focus on Force! Your prep materials were invaluable. I couldn’t have passed on the first try without your help! I definitely will continue to use your courses to help me prepare for my next Salesforce certification!
Hi Allison! We are glad to know that you have passed the Admin Certification. Congratulations on this milestone. It is our honor to be able to prepare you well for the exam you had. Great job! On to the next goals that you have set! We wish you all the best on your next certifications. Job well done!
Hello FoF team,
A HUGE Thank you for the well-laid out and thorough material! It helped me to clear my Salesforce Admin exam. More certifications on my roadmap! life-time member :)
Hello Sonia! We are glad to hear that you are now a certified Salesforce Administrator. Your preparation and diligence surely paid off. Congratulations and the whole FOF Team is happy for your new milestone!
Congratulations!
Thank You so much FOF team for this platform. It really helped me a lot to be a certified Admin.
Yes!! Today I passed my 1st Certification exam. Many more to go ?
Thanks a LOT!!!
Hi Nanz! This is a very nice message to start a brand new week. Congratulations on passing your Admin Certification. We’re glad that we were able to help you in your Salesforce journey. Best of luck on the next certifications that you would be preparing for. Cheers!
Hi there
Is there a specific order in which the lessons should be completed? i.e. does the lessons have to be completed in the order of the course overview?
thx
Hi Carla, there is no set hard-rule on how lessons should be studied — BUT, we highly suggest for users to concentrate on higher pegged percentages OR concentrate more on lessons which you are currently more challenged. Good luck on your certification goals!
I want to give a THANK YOU to the team at Focus On Force!! I passed my Salesforce Admin exam after doing all the recommended trailheads, FoF study guides and FoF exams. It took me about 2 months but it was all well worth it. I took the test after only doing trailheads and failed. But the FoF material was invaluable to me passing. I love how the exam will give you the explanation on why something was correct or incorrect. Keep rocking FoF!!
This is great news, Jonathan. We’re pleased to learn that we were a big part of your journey. We wish you all the best on all your next certification targets. Congratulations!
I am planning to give the Salesforce Admin certification Exam , is the exam name ‘Salesforce Certified Administrator (SU21? I got a bit confused when I saw this name ? Can some please confirm.
Thanks in advance
Hi Rashmi, that is correct.
Thankyou so much for your response. I have my exam scheduled for tomorrow. Hope to clear it in my first attempt :)