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 just passed Admin exam, thanks so much Focus on Force team for everything! Now up next on my list is Sales Cloud & Business Analyst, I’d love if you guys can shed some lights on which one should I go first please? Any advice/recommendations would be much appreciated!! TIA
Hi, Emma! Congratulations on getting your Admin certification! As for your next exam, you can choose depending on your current role and the path that you are taking.
Business Analyst certification does not require in-depth Salesforce knowledge. However, it requires niche-specific knowledge, e.g., creating user stories, process mapping, etc. You can take this certification if you want to practice as a liaison between the business and tech teams. On the other hand, the Sales Cloud Consultant exam is focused on product implementation and requires in-depth knowledge of Salesforce Sales Cloud.
Sharing with you this helpful resource: https://trailhead.salesforce.com/podcasts/the-trailblazers-guide-to-careers#podcast_ToniV.Martin
Thank you for everything. I passed my exam!
Hi Immanuel, thank you for sharing the news with us. We are equally delighted and excited for you. More success to you, All the best!
Thank you for the learning materials and practice exams. Recently, I passed the Salesforce Certified Admin exams.
Hi Olalekan, thank you for sharing the news with us. We are equally delighted and excited for you. More success to you, All the best!
Thanks for the detailed Study guide , got my certification.
I appreciate the training resources. I passed my admin exam today.
Thank you for the brilliant study guide. I am now a Salesforce certified Administrator! :)
Hi Aadam, that’s awesome news! Congrats on passing the exam and thanks for sharing! We’re happy to hear that our Study Guide helped with your journey! :)
Thanks for the detailed course. I passed my Admin certification exam.
Hi Ankit, congrats on passing the exam and thanks for sharing your experience! We’re really glad to hear that our materials helped you prepare.
Hi Lilit Sargsyan, which trail mix did you used . If possible can you share your approach and resources to study. I am new to this tech field trying to study to get certified.Any suggestions will be helpful. Thank you.
https://trailhead.salesforce.com/users/strailhead/trailmixes/prepare-for-your-salesforce-administrator-credential
I passed my exam from the first trial! Thank you FOF!!!
Hi Lilit, that’s great news, thanks for sharing! We’re really happy to hear that our materials helped with your certification journey!
Does anyone know of in person classes to take to prepare in Toronto (other than SF ones that are outrageously expensive)?