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
Passed my SF Admin certification(SU 21) today! Thank you FOF for creating such an amazing approch for my study and will continue doing the same for my PD1 preparation as well. Your both study guide and practice exams really helped me in solidifying my concepts. Thank you!!!
Hi Tenzin! 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 PD1 certification. Job well done!
Wasn’t there a video training taking place today October 6th, 2021 @ 6:00PM Central Time? If so, I do not see the link. Also, can this video if available be viewed later on today or tomorrow?
The session is scheduled for Wednesday, October 6th, at 7PM Central Time. Yes, the sessions will be recorded. You will be able to access the recordings after the session has completed.
Hi. I am reviewing the FOF study guides and am watching some of the videos that go along the slides. Within a couple of these, the presenter sets some challenges and says that he will present the answers/solutions in another video. Where do we find the videos with these answers? Thanks
Hello Leanne, for these kinds of videos, there should be a toggle labeled “Test your Skills” that should present the solutions and explanations about the challenges that were discussed on the topic videos. One example would be on our Workflow/Process Automation study guide page.
I started studying for Salesforce Administrator Certification exam few days ago. Which Trailhead modules and projects are suitable for me in gaining more practical knowledge, and at the same time preparing for Salesforce Administrator Exam?
You can try the Admin Trailmix by the Salesforce Trailhead team. It has a good mix of modules, projects, and Superbadges. > https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential
Hello,
I have zero experience in anything related to salesforce. My experience and career background is dancing, creative design and policing….IM REALLY struggling with where to even start. Everywhere keeps saying this is easy and fun and passable in 6 weeks. Is this the case? Should I be expecting to pass this within the next few months or are the people that do this holding degrees in IT and business?
Hello Carley. We are in high hopes that our materials will help you prepare well for your examination. 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 also 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. Best wishes!
Yay, I am Admin Certified thanks to FOF! I set a rigorous study schedule over the past month and a half and am thrilled to have passed on the first try. Between the study guides and practice tests, I felt completely confident during the exam (pretty nervous before!). Thanks FOF!!
Hi Derick! 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 achievement! On to the next goals that you have set! We wish you all the best on your next certifications. Job well done!
Hi All,
Is Security and Access no longer part of Admin 201 exams?
Thanks
Hello Joy, all the FOF materials (Study Guides and Exams) tackles what’s included in the official outline as released by Salesforce’s.
For Security and Access, it’s part of Salesforce Certified Advanced Administrator as one of it’s sections. More information here.
Hey, passed the administration exam today and i would to thanks the Focus on force for their great job .and i really recommend the practice exams. Thank you
Congratulations on passing the Salesforce Admin Certification. Thank you too for the kind compliments. We are happy to know that we were able to be impart knowledge and prepare you well. Cheers to a job well done!
Hi Team,
Is there a link on this site where real time admin scenarios/issues/learnings are shared?
Regards,
Natarajan
Hello Natarajan! You may utilize the “General Certification Discussion” for any discussions within the community and other users. It may be accessed from Please login to view this protected content.
Passed the exam on the first go around today. Spent three weeks reviewing this material and answering the practice questions. Felt very well prepared. Kudos to FoF for very well thought out lessons. Thank you!
Hi David! We are pleased to know that you are now a Salesforce Certified Administrator. This milestone is an awesome one and we are happy to be able to prepare you well. Great job and we hope that we’ll continue to be a part of your Salesforce journey!