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
I passed my Admin Exam this past Saturday – first attempt! Absolutely relieved & delighted. Months of studying and using your amazing guides and practice exams have helped sooo much, so thank you for that! I did Charly’s videos as my recap, which also really helped. I noticed she is Afrikaans and originally from South Africa? Send her my greetings, I am also from South Africa, living in the beautiful Hermanus. Our company here is using Salesforce for about 5 years now and I joined the IT team last year. Love Salesforce! Thanks again, guys. Bianca.
Hi Bianca! We are glad to know that you have passed the Admin Certification on your lone attempt! Congratulations on this milestone. It is our honor to be able to prepare you well for the exam you had. Your preparation and diligence surely paid off. Congratulations and the whole FOF Team is happy for your new milestone! (will tell Charly that you said hello!)
Thank you FocusonForce for helping me to understand the concepts of Admin certification, I cleared my exam.
Hello Vidyashree! We’re glad to know that you have cleared the ADM certification. That’s an awesome milestones worth celebrating. Cheers!
This short question is to ask whether the FOCUS ON FORCE team have plans to produce study plan for other Salesforce Certs beyond its present offers of study guides which I will concede is already quiet impressive. Happy Customer?
Hello Simon! Thanks for the inquiry. We are in high hopes that we could complete and release INTEGRATION ARCHITECTURE within this year. We are working as fast as we can to have the materials published but we also do not want them to be half-baked as we aim for top-grade quality. Thank you for your interest in this and we’ll definitely make an announcement when this is already done and offered to the public.
I passed my Admin certification exam last week! Thank you so much for providing these resources.
Hello Lisa! 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!
Just passed my Admin exam at the first attempt. 2 months doing Trailheads and 2 months working with FoF and their Study Guides and exams. It is so worth it, I really recommend it. Thank you guys!
Hi Alfredo! 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!
Much delayed, but I passed my Salesforce Admin after using this and the quizzes. I failed it twice before. This helped incredibly, and I’m back studying for the Developer Certification now! Thank you for all you do!
Hi Kurt! 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 and it’s great that you didn’t let the setbacks bring you down. Best of luck on the next certification that you would be preparing for. Cheers!
Hi,
Can you please confirm this.
News tab can/cannot be accessed on opportunities. ?
Hi, Nisha thank you for reaching out to us! Yes, the news tab can be accessed on opportunities, the home page, accounts, contacts, and leads. Please refer to this link for more information: https://help.salesforce.com/s/articleView?id=sf.insights_setup.htm&type=5
Just passed the SF Admin exam on first attempt. Charly Prinsloo’s videos and the rest were amazing! Just a piece of feedback, if you could enable the closed captioning at the bottom of the videos, I think it would be super helpful at least for someone like me :)
Hello Andrea! Congratulations! This is awesome news. We are happy to know that you cleared the ADM certification with the help of our materials. Your suggestion is well-taken. In fact, we have started putting SRT files for the topic videos. We aim to complete putting captions to all, including Study Group session recordings etc. You may expect completion in the very near future. Have a great day!
Passed the Salesforce Certified Administrator exam on the first try today thanks to the FoF Study Guides and Practice Tests! Thanks for the fantastic resources to assist in preparing for the actual certification exam.
Hi Benjamin! Congratulations on passing your ADM 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!
Today I passed my Admin exam . This study guide helped me a lot in passing the exam. Thanks a lot . I already started preparing for next certification and I will buy another guide. Thank to everyone who had prepared this guide and practice exams.
Wow, congratulations! We are pleased to know that we were able to help you out on your preparations. Thank you also for being a loyal user and for the continuous patronage. Cheers and best wishes on the next on that you will be tackling.