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, 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 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.
- 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.
I am new to FOF. I have been working with Salesforce as an end user in my company. I stumbled onto Trailhead and really became interested in the platform and its capabilities. I started studying for the SF Admin exam in December 2021 and hope to sit for the exam by May of 2022. I think FOF will really be beneficial in my success.
Hi Doc! We wish you success on your Salesforce journey. We will continue to do what we do best — keeping the materials as relevant and up-to-date to be able to help more users like you.
Thank you FOF team . I Passed my exam .Thank you for the study materials.
Great news, Hemang! Congratulations on clearing the exam! We are glad to know that we are able to help! Cheers!
Hi Hemang! That’s awesome news. We’re delighted to know that you are now a certified SF Administrator. The Team is glad to know that we were able to help you prepare. Congratulations!
Passed my exam yesterday. I appreciate the level of effort you have made in providing this study guide. I have can confirm that your course material covers a wider scope than other guides even though I did not use all your material it was indeed very helpful
Hello Hloni! We are thrilled to know that you were able to pass the certification for Admin yesterday. The Team is glad that the materials which we are keeping relevant and up-to-date were helpful to you and your preparation. Congratulations on a job well done!
I passed the Admin Cert exam on Jan-30. Thanks FoF – the materials helped me a lot; and special thanks to Charly Prinsloo for those interactive video sessions. You guys at FoF are doing a fabulous job!
Great job, Bala! Congratulations! The whole team is happy to know that we are able to help, cheers!
It seems from some recent comments that Charly Prinsloo is great, how can I access his courses?
Hi Divya, Charly is awesome.
If you have a current subscription to Admin Study Guides, you may access it from here:
https://focusonforce.com/courses/salesforce-certified-administrator-study-guide/
Kindly click the toggle: “Admin Study Group Videos”.
Thank you FOF for the excellent study materials and the brilliant Charly Prinsloo – I passed my Admin certification today!
Kara, hello! We are very pleased to know that you passed the Salesforce Administrator certification. Thanks also for the warm compliment for Charly, we will let her know of your feedback. Congratulations on a job well done!
Hi FOF,
I just purchased the study guide. I see they’re past recordings. Will there be live sessions available? If so, when and how will I know to check for it? Kindly advise. Thank you.
Hello Bichngoc! The Study Group sessions for Admin are fairly recent since they were just held Q4 of 2021. The sessions ran from from October 6th 2021 to December 21st 2021. We aim to hold another batch for Admin and we’re eyeing some time this Q1. The recorded materials will be posted here: https://focusonforce.com/courses/salesforce-certified-administrator-study-guide/ under the “Admin Study Group Videos” toggle.
Thanks Guys, I passed my exam on first attempt. The practice questions helped a lot!
Hello Rachael! 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!
Thank you FOF for your amazing study guide and plenty of practice test question which makes the foundation strong. I have successfully cleared the Admin exam with 79%. Super happy about it.
Exam wasn’t easy but basic understanding of the concepts made it easier.
Special thanks to @charly prinsloo and FOF team!!!
VJ, 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!
Hi Vijay,
Can you please tell me what other study materials you used besides FOF for you to pass your exam? I failed my 1st attempt last week and was really bummed out about it. I was about 7 questions from passing. Any info would be helpful for my next attempt. Thank you.
Becky
Hi Bichngoc,
Apologies on delayed response.
Well I would say FOF is more than enough as it contains lots of scenario based questions.
But I also purchased Mike Wheeler’s Udemy course and seeing lots of videos on Youtube
There are plenty of materials onYoutube.
How I engaged myself more as whenever I got the chance like when I am going for walk or driving, I always used to listen to the podcast and videos. Brad Hadley from Talent Stacker is a real motivator.
Recently, I found there is a podcast channel on Audible and Salesforce has their authorised channel over there. this is free of cost.
Please focus on videos that was published by Salesforce only, also search for Imans Webinar he is salesforce employee and posted lots of useful videos, he is excellent and a good teacher. I also listened to Adam Foyston’s videos about the Flows. He is funny and engaging too!
Dont worry.. I also failed on my first attempt :-) and was probably 2 questions behind the passing percentage. My good wishes for you and best of luck. If you need any help I would be happy to assist.
Yesterday I passed for the admin exam on the first attempt ! The materials from FOF helped a lot, the recorded sessions of the study group also helped a lot. Thanks
Hi Esther! 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!
Hello Starkey, where can I watch recorded sessions? are they the same videos that are included in each lesson?
Thank you.
For the past Study Group recordings:
Go to: https://focusonforce.com/courses/salesforce-certified-administrator-study-guide/
Kindly click the toggle: “Admin Study Group Videos”
You will see all the previously held study group sessions there.