Salesforce Administrator Certification Exam Quick ReferenceKey topics, things to know and tips for the Salesforce Administrator Exam

Configuration and Setup: 20%

 

Company Settings -
Fiscal year:
Business hours:
Currency management:
Default settings:

Administration of declarative configuration of the User Interface -
UI settings:
App menu:
List views:
Global actions:
Lightning App Builder:

Given a scenario, demonstrate the proper setup and maintenance of users -

Explain the various organization Security Controls -
Setup Audit Trail:
Login Hours:
Session Settings:

Given a user request scenario, apply the appropriate security controls -
Public groups:
Org wide default:
Sharing roles:
Subordinates:
Hierarchy:
Report and dashboard folders:

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



Object Manager and Lightning App Builder: 20%

 

Standard object -
Parent/child -
Master detail -
Lookup Relationship -
Junction relationship -
Record types -

Create, delete, and customize fields -
Page layouts on standard and custom objects -
Know the implications of deleting fields -
Determine how to create and assign page layouts -
Business processes for custom and standard objects -



Sales and Marketing Applications: 12%

 

Given a scenario, identify the capabilities and implications of the sales process -
Sales process:
Opportunity:
Path:
Forecast impact:

Given a scenario, apply the appropriate sales productivity features using opportunity tools -
Dashboards:
Lead scoring:
Einstein opportunity scoring:
Home page assistant:

Describe the capabilities of lead automation tools and campaign management -
Leads:
Lead convert:
Lead assignment rules:
Campaign and campaign members:



Service and Support Applications: 11%

 

Describe the capabilities of case management -
Case:
Case assignment rules:
Queues:

Given a scenario, identify how to automate case management -
Support process:
Case auto-response rules:
Case escalation:



Productivity and Collaboration: 7%

 

Activity management:
Chatter:
Salesforce Mobile App:
AppExchange applications:



Data and Analytics Management: 14%

 

Importing, updating, transferring, mass deleting, exporting and backing up data -
Data validation tools -
Creating or customizing a report or report type -
Sharing model on reports -
Creating and modifying dashboards -



Workflow/Process Automation: 16%

 

Automation solution -
Flow -
Approval process -