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 recently passed the Admin Certification Exam. I learned so much from Charly and her study group videos. Thank you Charly!
Hi Pennye, congrats on passing the exam! We’re really happy to hear that our materials helped!
I’m very happy because today I approved the Admin Salesforce Certification. Thank you so much FOF for the excellent material, you’re the best. Next goal will get the Platform Developer I certified
Eduardo, 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!
Im happy to announce that i passed my admin exam today :) :)!
really really thanks to focus on force for the slides and the videos! they literally made the difference between pass and fail. no doubt about it.
Hi Aharon! 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!
I am not able to see past videos of administrator study group today. It was there until yesterday.
Hi Rasika. We were able to access the videos. They are all saved here: https://focusonforce.com/lessons/admin-study-group-videos/
I passed my exam yesterday. After using focus on force. Thank you so much for your help. !!! You are best
Hello Dumisile! 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!
Awesome news, Dumisile! Congratulations on clearing the certification exam! The whole team is happy to know that we are able to help!
I passed my Salesforce exam on the first try after being new to Salesforce for only 8 months. I had two months during that 8 month time frame to successfully obtain my Admin Certification. I studied FoF for my exam profusely. Thank you for the resources and knowledge FoF has provided in helping me succeed!
Hi Corina, that’s great news, congrats on passing the exam! We’re happy to hear that our materials helped, and we’re honored to be a part of your certification journey!
I became a Salesforce Certified Administrator yesterday. Your practice exams were critical in helping me prepare for the test. I would’ve failed if it wasn’t for those. Thanks so much FoF!!!
Hi Himadri! 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!
Hi Focus on Force Team, I just want to say thank you to for the course slides and Charly Prinsloo videos, they really helped. and i successfully passed my admin exam today. i can proudly call myself a Certified Admin
Hi Amara, wow, congrats on passing the exam! We’re really happy to hear that our materials helped you with your certification journey! :)
I am happy to share that I have successfully cleared the Salesforce Certified Administrator exam on the first attempt. Thank you, FoF for helping me study and successfully pass! Next up is the Platform App Builder certification and I will be purchasing the study guide for it.
Hi Drakkar! 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. Best of luck on the next certifications that you would be preparing for. Cheers!
I want to say thanks. I passed the Administrator Certification Exam. I am now working on Service Cloud.
Hello Dena! 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!