Administrator
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Platform Admin (Administrator)
The course teaches core Salesforce administration tasks—organizational setup, user management, security, object configuration, and sales/marketing tools—preparing candidates to pass the Platform Administrator exam and manage real‑world orgs efficiently.
105
Minutes
60
Questions
65/100
Passing Score
$200
Exam Cost
Who Should Take This
Ideal for new or junior Salesforce admins with six to twelve months of hands‑on experience, the program helps them solidify knowledge of Setup, security models, and automation. Learners aim to validate their skills, boost career credibility, and confidently support their organization’s CRM initiatives.
What's Covered
1
Domain 1: Organizational Setup
2
Domain 2: User Setup and Management
3
Domain 3: Security and Access
4
Domain 4: Standard and Custom Objects
5
Domain 5: Sales and Marketing Applications
6
Domain 6: Service and Support Applications
7
Domain 7: Activity Management and Collaboration
8
Domain 8: Data Management
9
Domain 9: Analytics, Reports, and Dashboards
10
Domain 10: Workflow and Process Automation
11
Domain 11: Desktop and Mobile Administration
What's Included in AccelaStudy® AI
Adaptive Knowledge Graph
Practice Questions
Lesson Modules
Console Simulator Labs
Exam Tips & Strategy
20 Activity Formats
Course Outline
68 learning goals
1
Domain 1: Organizational Setup
2 topics
Company Information and Settings
- Identify company information settings including default locale, language, currency, time zone, fiscal year configuration, and business hours affecting org-wide behavior
- Configure fiscal year settings including standard and custom fiscal years, fiscal year start month, and period naming conventions for forecasting and reporting alignment
- Configure multiple currencies including corporate currency designation, active versus inactive currencies, dated exchange rates, and parenthetical currency display for multi-national organizations
UI and Navigation
- Configure Lightning app navigation including app manager settings, utility bar items, standard and console navigation, record pages, and home page components for different user personas
- Analyze organizational requirements to determine optimal app configuration including custom apps, connected apps, Lightning pages, and record page assignments across profiles and app assignments
2
Domain 2: User Setup and Management
2 topics
User Management
- Identify user record fields including username, email, alias, profile, role, license type, active status, login history, and federation ID used in user provisioning
- Configure user accounts including single user creation, multiple user addition, delegated administration, login access policies, and session settings for secure user management
- Analyze user management scenarios to determine appropriate license type assignment, profile selection, and role hierarchy placement for different organizational structures
Profiles and Permission Sets
- Identify profile capabilities including object permissions, field-level security, record type assignments, page layout assignments, app visibility, and login IP and hour restrictions
- Configure permission sets and permission set groups to extend user access beyond base profile permissions including object access, field permissions, system permissions, and connected app access
- Analyze security requirements to design an access model using profiles as baseline, permission sets for incremental access, and permission set groups for role-based bundles
3
Domain 3: Security and Access
2 topics
Record-Level Security
- Identify organization-wide defaults, role hierarchy, sharing rules, manual sharing, teams, and territory-based sharing as components of the Salesforce record access model
- Configure organization-wide defaults for standard and custom objects selecting private, public read-only, public read/write, or controlled by parent access levels based on data sensitivity
- Configure sharing rules including criteria-based and owner-based sharing rules, sharing rule types, and recalculation impacts to extend access beyond organization-wide defaults
- Analyze complex access requirements to design a layered security model combining OWD, role hierarchy, sharing rules, manual sharing, and teams for multi-division organizations
Field-Level and Login Security
- Configure field-level security through profiles and permission sets to control field visibility and editability for sensitive data including SSN, salary, and internal notes fields
- Configure login security features including two-factor authentication, login IP ranges, login hours, session security levels, identity verification, and connected app OAuth policies
- Analyze authentication requirements to determine appropriate identity provider configuration, single sign-on settings, and My Domain policies for enterprise security compliance
4
Domain 4: Standard and Custom Objects
3 topics
Object Configuration
- Identify standard objects including Account, Contact, Lead, Opportunity, Case, Campaign, Product, Price Book, and their standard relationships and behaviors within the Salesforce data model
- Configure custom objects including object settings, record types, page layouts, compact layouts, related lists, buttons, links, and actions to support business-specific data models
- Analyze business data requirements to determine when to use standard objects versus custom objects, custom settings versus custom metadata types, and external objects versus standard objects
Fields and Relationships
- Identify field types including text, number, date, picklist, lookup, master-detail, formula, roll-up summary, auto-number, and external lookup and their data model implications
- Configure relationship types including lookup, master-detail, hierarchical, many-to-many junction objects, and external lookups to model business entity relationships correctly
- Configure formula fields and roll-up summary fields including cross-object formulas, SOQL-safe functions, null handling, and roll-up filter criteria for derived data calculations
- Analyze data model scenarios to recommend optimal field types, relationship structures, and schema design patterns for complex business requirements spanning multiple objects
Record Types and Business Processes
- Identify record type capabilities including page layout assignment, picklist value filtering, business process association, and compact layout assignment for different data categories
- Configure record types and business processes including sales processes, support processes, lead processes, and solution processes to enforce stage-based workflows per record category
5
Domain 5: Sales and Marketing Applications
3 topics
Lead Management
- Identify lead lifecycle components including lead sources, lead status values, lead assignment rules, lead queues, web-to-lead, and lead conversion mapping to Account, Contact, and Opportunity
- Configure lead assignment rules including rule entries, rule criteria, queue assignment, and auto-response rules to route incoming leads to appropriate sales representatives
- Analyze lead management requirements to design a lead qualification and routing strategy including scoring criteria, conversion triggers, and duplicate prevention rules
Campaign Management
- Configure campaign hierarchies, campaign member statuses, campaign influence models, and campaign ROI tracking to measure marketing effectiveness across multiple campaign types
- Analyze campaign performance data to evaluate ROI across campaign hierarchies, identify high-performing channels, and recommend campaign structure improvements
Products and Price Books
- Configure products, price books, and price book entries including standard price book, custom price books, multi-currency prices, and product schedules for revenue tracking
- Analyze pricing requirements to design a price book strategy including standard versus custom price books, multi-currency considerations, and product family categorization
6
Domain 6: Service and Support Applications
2 topics
Case Management
- Identify case management components including case origin, case status, case type, case reason, case queues, web-to-case, email-to-case, and case teams within Service Cloud
- Configure case assignment rules, escalation rules, auto-response rules, and case teams to route cases to appropriate agents based on criteria and service level requirements
- Analyze support requirements to design a case management strategy including entitlement processes, milestones, service contracts, and SLA monitoring for tiered support models
Knowledge and Solutions
- Configure Salesforce Knowledge including article types, data categories, knowledge actions, article visibility channels, and approval workflows for knowledge base management
- Analyze knowledge management requirements to design article categorization schemes, author workflows, and publishing strategies that optimize case deflection and agent productivity
7
Domain 7: Activity Management and Collaboration
2 topics
Activity Tracking
- Identify activity objects including tasks, events, activity relations, shared activities, activity timeline, and the relationship between activities and standard objects in Salesforce
- Configure activity settings including shared activities, multi-day events, recurring activities, task assignment rules, and activity reminders for comprehensive interaction tracking
Chatter and Collaboration
- Configure Chatter settings including feed tracking, groups, approval feeds, topics, and Chatter email notifications to enable team collaboration within the Salesforce platform
- Analyze collaboration requirements to determine optimal Chatter group configurations, feed tracking selections, and notification strategies for different organizational communication needs
8
Domain 8: Data Management
3 topics
Data Import and Export
- Identify data management tools including Import Wizard, Data Loader, Data Export Service, and third-party ETL tools with their capabilities, limitations, and appropriate use cases
- Configure Data Loader operations including insert, update, upsert, delete, and hard delete with appropriate batch sizes, field mappings, and external ID matching for bulk data operations
- Analyze data migration requirements to design an import strategy including data cleansing steps, field mapping plans, external ID strategies, and rollback procedures for complex data loads
Data Quality
- Configure duplicate management including duplicate rules, matching rules, and duplicate jobs to identify and prevent duplicate records across leads, contacts, and accounts
- Configure validation rules using formula expressions to enforce data quality standards, required field combinations, and cross-field consistency checks at the record level
- Analyze data quality issues to design a comprehensive data governance strategy including duplicate prevention, validation enforcement, and mass data update procedures
Sandboxes and Environments
- Identify sandbox types including Developer, Developer Pro, Partial Copy, and Full sandbox with their data and metadata inclusion, refresh intervals, and storage limits
- Configure sandbox environments including sandbox creation, refresh scheduling, sandbox templates for partial copy, and sandbox login access for development and testing workflows
9
Domain 9: Analytics, Reports, and Dashboards
2 topics
Reports
- Identify report types including tabular, summary, matrix, and joined reports with their grouping levels, summarization capabilities, and use case differences
- Configure reports including custom report types, report filters, cross filters, bucket fields, row-level formulas, conditional highlighting, and summary formulas for business analysis
- Analyze reporting requirements to design custom report types spanning multiple objects, configure exception reports using cross filters, and build executive summary reports
Dashboards
- Configure dashboards including dashboard components, running user settings, dynamic dashboards, dashboard filters, and dashboard folders for visual data presentation
- Analyze stakeholder requirements to design dashboard layouts that combine multiple component types, leverage dynamic dashboards for personalized views, and apply dashboard subscriptions
10
Domain 10: Workflow and Process Automation
3 topics
Flow Builder
- Identify Flow Builder components including flow types (screen, record-triggered, scheduled, platform event, auto-launched), elements, resources, and variables used in declarative automation
- Configure record-triggered flows including entry criteria, immediate and scheduled paths, DML operations, and flow trigger optimization for event-driven record automation
- Configure screen flows including screen components, input validation, dynamic choices, conditional visibility, and flow navigation for guided user experiences
- Analyze automation requirements to determine optimal flow type selection, design flow logic with decision elements and loops, and implement error handling for complex business processes
Approval Processes
- Configure approval processes including entry criteria, approval steps, designated approvers, approval actions, rejection actions, recall actions, and parallel approval routing
- Analyze approval requirements to design multi-step approval processes with conditional routing, delegated approvers, and approval history tracking for governance compliance
Assignment and Escalation Rules
- Configure assignment rules for leads and cases including rule entries, rule criteria ordering, queue assignment, and integration with auto-response rules for automated routing
- Configure escalation rules including escalation criteria, business hours, escalation actions, notification templates, and age-over calculations for service level enforcement
11
Domain 11: Desktop and Mobile Administration
2 topics
Mobile Administration
- Identify Salesforce mobile app capabilities including mobile navigation, compact layouts, mobile actions, mobile dashboards, offline access, and mobile push notifications
- Configure mobile app settings including mobile navigation menu, quick actions for mobile, compact layouts, mobile cards, and notification preferences for field sales and service teams
AppExchange
- Identify AppExchange capabilities including managed packages, unmanaged packages, Lightning Bolts, flow templates, and security review processes for extending Salesforce functionality
- Analyze business requirements to evaluate AppExchange solutions including managed package installation considerations, license dependencies, namespace impacts, and upgrade paths
Scope
Included Topics
- All domains in the Salesforce Certified Administrator exam guide: organizational setup, user management, security and access, standard and custom objects, sales and marketing applications, service and support, activity management, data management, analytics, workflow/process automation, desktop and mobile administration, and AppExchange.
- Core platform administration including org configuration, company settings, fiscal year, business hours, holidays, currency management, and multi-org strategies.
- User management including profiles, permission sets, permission set groups, roles, role hierarchies, public groups, queues, license types, login flows, delegated administration, and identity management.
- Declarative automation including Flow Builder, approval processes, assignment rules, auto-response rules, escalation rules, and legacy workflow rules.
- Data management including import wizard, Data Loader, duplicate management, data quality, storage optimization, and sandbox management.
Not Covered
- Apex code development, Visualforce page development, and Lightning Web Component programming beyond declarative administration.
- Advanced integration patterns including middleware, ETL tools, and platform events beyond standard import/export.
- Marketing Cloud, Commerce Cloud, and Tableau CRM configuration not within the core Platform Admin exam scope.
- Revenue Cloud CPQ, Billing, and advanced subscription management beyond standard product and price book administration.
- DevOps pipeline configuration, CI/CD tooling, and advanced change set management beyond standard deployment.
Official Exam Page
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