Salesforce Certified Administrator Study Guide

Study Resources

• Exam Guide

• Trailhead - Prepare for Your Salesforce Administrator Credential

• Trailhead - Study for the Administrator Certification Exam

• Videos

  • MyTutorialRack

  • Edureka

  • Intellipaat

• Blogs/Other Guides

  • Salesforce Ben

  • Mason Frank

• Courses

  • MikeWheeler

• Mock Exams

  • Focus on Force

  • Quizlet

  • Review and replicate scenarios

Key Areas

• Objects & Sales Process

• User Management

• How Salesforce Works

Exam Outline

The Salesforce Administrator exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience as a Salesforce Administrator and have demonstrated the application of each of the features/functions below.

Organizational Setup: 3%

• Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings).

  • Fiscal Years

• Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).

  • UI Settings

  • Search Settings

  • List View

  • Homepage layouts

User Setup: 7%

• Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and resolve locked user accounts).

  • User Management

• Understand the implications of activating, deactivating, or freezing a user.

Security and Access: 13%

• Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).

  • Security Model

  • Security Basics

  • Data Security Model

• Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups).

  • Org wide defaults

  • Org wide defaults

  • Roles

• Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

  • Custom Profile

  • Permission Set

  • Who Sees What: Permission Sets

• Describe how folders can be used to organize and secure communication templates, dashboards, and reports.

  • Managing Folder

Standard and Custom Objects: 14%

• Describe the standard object architecture and relationship model.

  • All standard objects

• Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.

  • Create Custom Fields

  • Deleting Field Implication

• Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.

  • Page Layouts

  • Record Types

Sales and Marketing Applications: 14%

• Given a scenario, identify the capabilities and implications of the sales process.

  • Sales Process Guide

  • Define Your Sales Process

  • Trailhead - Leads & Opportunities for Salesforce Classic

• Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.

  • Product and Pricebook

  • Trailhead - Products, Quotes, & Contracts

• Describe the capabilities of lead automation tools and campaign management.

• Describe the capability of Salesforce Content.

  • Overview

  • Setup

Service and Support Applications: 13%

• Describe the capabilities of case management (for example, case processes, case settings, and case comments).

  • FoF

  • What is Case Management Software?

• Given a scenario, identify how to automate case management (for example, case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).

• Describe the capabilities of Salesforce Knowledge.

• Describe the capabilities of the Community application (for example, Ideas and Answers).

  • Ideas

Activity Management and Collaboration: 3%

• Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events.

  • Video - Tasks

  • Calendar

• Describe the features of Chatter (for example, feed, groups, following, security).

  • Chatter Features

Data Management: 10%

• Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).

  • Video - Data Import

  • Import Data Into Salesforce

• Given a scenario, identify tools and use cases for managing data (for example, dataloader, data import wizard).

• Describe the capabilities and implications of data validation tools.

  • Validation Tools

• Describe the different ways to backup data (for example, data export service, exports, dataloader).

Analytics—Reports and Dashboards: 10%

• Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).

• Describe the impact of the sharing model on reports.

• Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user).

• Describe the capabilities of custom report types.

Workflow/Process Automation: 8%

• Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.

  • 4 Automation Tools

• Describe capabilities and use cases for the approval process.

Desktop and Mobile Administration: 3%

• Describe the capabilities of the Salesforce Mobile App.

  • New Salesforce App

• Describe the installation and synchronization options of Salesforce Lightning for Outlook.

AppExchange: 2%

• Identify use cases for AppExchange applications.

  • Trailhead - AppExchange Basics

  • What Is the AppExchange

Exam Tips

6 months with no experience

3 month with minimal Salesforce experience

2-3 weeks with more than a year of Salesforce experience

Book your exam

Sleep well

Do not stress about passing it the first time