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
Passed on first try at the end of June After being in an Admin role for 8+ years, decided it was finally time. The practice exams provided helped give me me confidence that I needed going in to it. They also helped me prepare for the types of things I could miss (always make sure to check the appropriate number of correct answers, watch out for tricky wording, etc.). The format of tbe practice exams was very true to the real experience.
That’s great Bryan, thanks for sharing your experience and congratulations on passing!
I really appreciate the resources. I did not pass my first time after only reviewing the practice tests. Then I incorporated the study guide and that really helped me clarify what I did not fully grasp the first time around. Thank you thank you!
I literally just passed my admin 201 certification, and just want to say the combination of the study guide and the practice exams were largely responsible for me passing. I had awful practice test scores before I used the FocusOnForce Study Guide and Practice Exams. I had studied using Trailhead and Mike Wheeler’s course. The questions on the practice exams were very similar to the real exam. Thanks, Martin and team.
Hi Cullen,
Congratulations on passing the exam, and thanks for the nice words about our materials. We’re glad that we helped.
Is there anyway to get the flashcards printed? I mean I don’t know if you can personally send them to email because I want to be able to have them with me because it’s easier to study that way instead of coming to the website all the time to read.
We don’t have a way to print them currently, but we will investigate if we can add that in the future.
Second that request! I’ve been creating my own on index cards.
Thank you for this excelent site i got my certification last monday :)
I passed my certification today on the first try! Thank you so much for this amazing material. The practice quizzes and exams were also imperative to my success.
Hi , I passed my Admin Certification last month. Thank you focus on force for providing excellent study guide. I highly recommend your website.
So happy I signed up for this! I was able to pass on the first try!!!
Grats. Same for me.
Regarding adding a user, when the user is notified by email about user creation how many days the email will stay valid?
The current default validity period is 7 days. As of the Summer ’18 release, this can be configured so that the link can expire within 1 day and up to 180 days.
https://releasenotes.docs.salesforce.com/en-us/summer18/release-notes/rn_security_auth_welcome_email_links.htm
This was one of my questions in the exam, so maybe its worth to add this information into the slides.
Thanks Alexander, we will update.
I passed! Thank you, Focusonforce.com! Your site had a TON of great information and really helped me get through this challenging exam!