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
Thank you Martin for this great summary and the exam. I have just passed my admin exam one hour ago.
Thank you
Great Study Material and Excellent Practice tests!!!! Really helped me from no clue how to prepare for the exam, to Passing the exam first shot with good scores!!!
Complete course well written, good tool for success.
Thank you so much for the great study material and practice tests! I got my certification last week!
Hi Martin,
Thank you for your help with this great tool you created! I just passed my exam!
Next target: Advanced Admin!
Hello Martin,
I have passed my admin exam today but this was my third attempt. your courses are covering the general functionality but the tricky part is on scenario based questions. I felt most of the questions are scenario based and we can pass only if we know how to apply the concepts studied here. two months of preparation and your guides helped me a lot. Thanks!
Ajit surendar Rajendran
I just passed my SCA exam a couple of hours ago! The study guide and practice exams were very helpful. Thank you Martin!
Hi Jared, that’s great news, glad you found the materials useful.
Good material. I got my ADMIN certification last week.Your exams helped me lot. Thank you Martin!!
Hi Martin
Thanks for the Study material, I cleared my admin exam today.
Hi Martin.
I passed my Admin 201 last weekend ! Thanks for putting all this together.
Thomas