Salesforce Certified Platform Administrator Preparation Details
The Salesforce Certified Platform Administrator exam tests your ability to configure, secure, and maintain a Salesforce org across the Sales, Service, and Collaboration Clouds. This guide maps every exam objective to official Salesforce documentation, from user setup and sharing to automation, reporting, and Agentforce. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills.
Salesforce Certified Platform Administrator Materials
| Coursera | Salesforce Admin Certification Preparation |
| Udemy | Salesforce Certified Platform Administrator |
| Whizlabs | Salesforce Administrator Certification Training Course |
Configuration and Setup: 15%
Topics Covered
Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings).
Manage Information About Your Company
Set Your Personal or Organization-Wide Currency
Distinguish and understand the administration of declarative configuration of the user interface (UI) (for example: UI/UX settings, app menu, list views, global actions, Lightning App Builder).
Personalize the Navigation Bar in Lightning Experience
Create or Clone a List View in Lightning Experience
Customize Lightning Apps with the Lightning App Builder
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).
Multi-Factor Authentication for Salesforce Orgs
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).
Sharing and Record Access Features
Organization-Wide Sharing Defaults
Facilitate Collaboration by Enabling Account Teams
Controlling Access Using the Role Hierarchy
Share a Lightning Report or Dashboard Folder
Given a scenario, determine the appropriate use of a custom profile or permission set (using the various profile settings, permission set group, and muting).
Mute Permissions in Permission Set Groups
Object Manager and Lightning App Builder: 15%
Topics Covered
Describe the standard object architecture and relationship model (for example: standard object, parent/child, master detail/lookup/junction relationships, record types, Schema Builder).
Design Your Own Data Model With Schema Builder
Tailor Business Processes to Different Record Types Users
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).
Considerations for Creating a Custom Field
What Is a Cross-Object Formula?
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).
Assign Page Layouts to Profiles or Record Types
Tailor Business Processes to Different Record Types Users
Customize Lightning Apps with the Lightning App Builder
Sales and Marketing Applications: 10%
Topics Covered
Given a scenario, identify the capabilities and implications of the sales process (for example: leads, opportunities, path).
Set Up Opportunities and Opportunity Products
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).
View Important Updates with the Assistant
Describe the capabilities of lead automation tools and campaign management (for example: leads, lead convert, lead assignment rules, campaign, and campaign members).
Guidelines for Assignment Rules
Get to Know Salesforce Campaigns
Service and Support Applications: 10%
Topics Covered
Describe the capabilities of case management (for example: case, case assignment rules, and queues).
Guidelines for Assignment Rules
Given a scenario, identify how to automate case management (for example: support process, case auto-response rules, case escalation, Einstein for Service).
Tailor Business Processes to Different Record Types Users
Productivity and Collaboration: 10%
Topics Covered
Describe the capabilities of activity management (tasks, events).
Activities: Tasks, Events, and Calendars
Set Up Activities for Your Sales Reps
Set Up Tasks for Your Sales Reps
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).
Customize the Salesforce Mobile App
Create a Custom Launchpad for the Salesforce Mobile App
Control Access and Security for the Salesforce Mobile App
Identify use cases for AppExchange applications (awareness of managed or unmanaged packages, who is allowed to publish, prompts on AgentExchange, flows).
ISVforce Guide: Build and Distribute AgentExchange Solutions
Data and Analytics Management: 17%
Topics Covered
Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data (Archival, Apex data loader, Import Wizard).
Export Backup Data from Salesforce
Delete Multiple Records and Reports
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).
Group Your Report Data in Salesforce Classic
Combine Different Types of Information in a Joined Report
Describe the impact of the sharing model on reports (visibility, understand folder structure, sharing fields).
Share a Lightning Report or Dashboard Folder
Access Levels for Report and Dashboard Folders
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).
Visualize Your Data with Dashboards
Schedule a Dashboard Refresh in Salesforce Classic
Automation: 15%
Topics Covered
Given a scenario, identify the appropriate automation solution based on the capabilities of the tool (escalation rules, case assignment rules, lead assignment rules, default automation user, AI).
Guidelines for Assignment Rules
Identify Your Salesforce Org’s Default Workflow User
Describe capabilities, use cases, and configuration for Flow (screen flows, record-triggered flows, autolaunched flows, order of execution).
Get a Basic Screen Flow Ready for Users
Record-Triggered Flow Considerations
Define the Run Order of Record-Triggered Flows for an Object
Describe capabilities, use cases, and configuration for the approval process (criteria for approvers, rejections, approvals).
Prepare Your Org for Classic Approval Processes
Agentforce: 8%
Topics Covered
Describe the capabilities and use cases of Agentforce (scenarios about use cases, when it’s appropriate to use AI, security, troubleshooting agent permissions).
Considerations for Agentforce Employee Agent
Best Practices for Agent User Permissions
Give Users Access to Agentforce (Default)
Explain how to maintain, update, or install prompts and instructions in Agent Builder (light testing, conversation preview).
Explore the Legacy Agentforce Builder
Access Agentforce Studio and the New Agentforce Builder
Wrapping Up Salesforce Certified Platform Administrator
This study guide walked through every domain of the Salesforce Certified Platform Administrator exam, from configuration and object management to data security, automation, and the newer Agentforce objectives. Pair these official documentation links with hands-on practice in a Trailhead Playground or sandbox to reinforce what you’ve read. You can also explore more Salesforce certification study guides on the Salesforce category to keep building your skills. Have a question or tip? Leave a comment below.
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