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 read these comments for months, reading inspiration from people passing, giving me hope. I passed back in October and I was so excited I almost forgot to comment on this thread! I had to keep studying the slides & score above 90 on the practice exams, the video series of Salesforce “Who see’s what” also helped me out a lot. If you’re reading these words, I believe in you, and I’m proud of you for not giving up.
Great news, Hasieb! Congratulations on clearing the exam last year, and thank you for sharing your experience! We are glad to know that our team was able to help!
Thank you Hasieb. You don’t know how much this encourages me to keep pushing through the material.
Thank you focus on force! I’ve passed my Admin Certification!
Hi Denice! We are glad to hear that you are now a Salesforce-certified Admin. Your preparation and diligence surely paid off. Congratulations and the whole FOF Team is happy about your achievement!
Thank you Focusonforce! I passed my admin exam.
Congratulations!! Elcin on passing Admin Exam, and thank you for the kind words and for being with us on this journey. We hope to keep bringing you more updates and features in the future to continue supporting your Salesforce journey.
I passed my exam! Thank you!!! Your practice tests helped me overcome my test anxiety. I finished the exam with 25 minutes left. I used that time to go over the questions I marked and caught 2 questions that I answered incorrectly. Thank you!!!!
Hi Benjamin, Congratulations!! and thank you so much for your encouraging & kind words. We are so happy to hear that FoF has been helpful in your Salesforce journey, and we are always open to hearing more feedback on how we can make it even better. Please reach out to us if you have any suggestions or thoughts on how we can improve our platform.
All the best!
I passed my exam yesterday and was very happy to see that my training with FoF was the best preparation for it! Thank you very much for everything!!!
Hi Lia, hope you are well. Thank you for taking the time in sharing this great news with us. Comments like these make us do better each day.
Thank you again for choosing FoF as your learning partner in your Salesforce journey.
All the best!
I just passed my Admin exam. Thanks for the course, it made all the difference to my learning!
Hi Katharine, hope you are doing well, thank you for sharing the news with us. We are equally delighted and excited for you. More success to you, All the best!
HELP!! What did you do with all the video’s?!
I made a whole plan based on the videos. I went through the video’s for Config I, II & II and wanted to start with the Lightning App Builder video and had in total 18 videos planned as study material, but now they are all gone!! Why did you remove all those videos from the study guide? Can you please place them back! Kind regards
Thanks for contacting us! The videos are still there, and we could not replicate the issue on our end. We recommend clearing your browser’s cache and reloading the page. If the issue persists, please contact us on [email protected]
I passed my exam Three days ago. Thanks to FOF.
Hi Samuel, hope you are doing well, thank you for sharing the news with us. We are equally delighted and excited for you. More success to you, All the best!
Hi just wanted to say I passed my Salesforce Administrator 201 Certification yesterday, on my second attempt.
The study guides and practice papers helped massively.
Thank you Focus on Force
Hi Michael, hope you are doing well, thank you for sharing the news with us. We are equally delighted and excited for you. More success to you, All the best!
It was great knowledge tapped …..