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
Can you clarify: In the video with Charly re: tasks and event Session 9. she listed the location in the location field but in the questions, it states you should list in resources. managers can list the location of the event in resources for users to find. Is there one answer or is it optional?
Hi Cheryll,
The location of an event should be listed in the location field but if the user wants to book meeting resources for an event such as a conference room, or projector, then ‘resource’ has to be added as an ‘attendee’. The user has to add the attendee field in the Event page layout to accomplish this.
Please refer to this link for more information: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_calendar_resources.htm&type=5&release=218
Sales And marketing
question states Galatic Sweepers offer a weekly office cleaning service that is invoiced monthly. What should be created to represent this? Answer is quantity and revenue and not revenue because customer receives the order on a delivery schedule and also pay for the products using a payment schedule. How does one know this if the service is weekly? it is 4 weeks billed once. Am I missing something?
Hi Cheryll, it’s clear from the question that the service has a weekly schedule, and a Revenue and Quantity Schedule is suitable if the customers receive their order on a delivery schedule and also pay for the products using a payment schedule. But in the future, for all exams related questions, please use our forum.
I took my test yesterday and PASSED!! So excited. Thank you Focus on Force!!
Hello Iris! 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!
Focus on Force you guys rock. And I make sure to share you as a resource for all applicants to the Hiring Our Heroes Salesforce Fellowship Program. Thank you!
I passed my exam today! Thanks to all the Focus On Force team that prepared this material. This is the fourth Salesforce exam that I pass with the help of Focus On Force. Study the documents and also test my knowledge with the test exams gave me the confidence that I needed to take the real exam. Thanks again
Hi Christopher! 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!
Im going to book my test this week thanks for all the suggestions guys :) wish me luck!
May the odds be ever in your favor. Best wishes to you, Bremen!
Hi, I also passed my exam today! Many, many hours of study, using a mix of Focus on Force and Trailhead. I also watched one of Martin Gessner’s interviews and the tips the practical tips there were great too.
I am going to have a break from study before I embark onto my next challenge.
Hi Jitka! 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!
why can’t I access config and set up?? I completed it a while back and am looking to go over that section again.
Rebecca, we tried accessing it from our end and verified that the pages were live and published. Are these the links you were trying to access?
https://focusonforce.com/lessons/configuration-and-setup-i-20/
https://focusonforce.com/lessons/configuration-and-setup-ii/
https://focusonforce.com/lessons/configuration-and-setup-iii/
For reassurance during my studies, I’ve always come back to this page’s comment to build my confidence in the process. Today I’m happy to report that I have completed my salesforce exam on the first attempt thanks to this guide and the practice exams! I’ve only been studying for 3 months with no prior experience. I hope this comment builds your trust in FOF’s process.
Michael, your comment is something that’s very inspiring to read this Monday morning. We are sure that other FOF users will find confidence in what you have shared. 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 Starkey and FOF team!
Thanks for sharing Michael. I have my salesforce exam scheduled today and feeling confident as I’m doing well with the practice exams. Happy to see others have succeed with this program.
Congratulations, to pass with no experience that’s amazing! Well done.
congratulations! can I ask how did you prepare? after many hours of studying and doing mock tests, I failed on my 2nd attempt, kinda frustrating, I must have approached the wrong way. Please any advise much appreciated!!
Hi Emma, You probably already know this but for me the winning formula is I go through the study guide and video for a topic, watch Charlies video for that topic, do the topic exam and then anything questions you have do your due diligence and own personal research (which for me wasn’t much i was mostly just in FOF ) . Then i moved on to the next topic. After that process was completed (give or take 2/3 months of half day study) It was 2 weeks of Practice exams and question bank in FOF. I only scored about 75% average and on the real exam i scored 77%.. I feel like you probably know all of this and are more experienced then me but I hope it gives you clarity and courage for your next attempt.
Hello,
I have started the SF admin cert prep journey recently and started with the study group videos.
Can someone please guide me on where can I get the slides for all the topics above.
Regards
Arun Kumar Sukumar
The Study Group videos used the slides that are on the Topic Pages.
For example, if you will be watching Study Group Video #1, you may cross reference it to the slides from: https://focusonforce.com/lessons/configuration-and-setup-i-20/.
Then, if you will be watching Study Group Video #2, you may cross reference it to the slides from: https://focusonforce.com/lessons/configuration-and-setup-ii/ and https://focusonforce.com/lessons/configuration-and-setup-iii/ — so on, and so forth.
Passed the exam this weekend! The combination of slides + videos + the study group videos with Charly really made it a breeze. My advice: if any of the concepts aren’t “clicking,” make sure you’re taking the corresponding module in the Salesforce Admin Trailmix. It really helps to cement the concepts (and exam topics) from FoF.
Hi Michael, that’s great news! Congrats on passing the exam, and thanks for sharing the tips! Our team is really happy to hear that our materials helped!
Michael, thanks for the tip. I’m on the verge of taking a Cert exam soon.