Salesforce Administrator

Notes by Exam Topic

Some content in this section taken from Salesforce’s Certified Administrator Exam Guide.

Organizational Setup, 3%

User Setup, 7%

Security and Access, 13%

  • Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).
  • 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).
  • Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
  • Describe how folders can be used to organize and secure communication templates, dashboards, and reports.

  • How to Successfully Navigate Salesforce Security with Trailhead
  • Data Security 8/18
  • Identity Basics 9/9
  • Control Who Sees What
  • Activity Management
  • Superbadge: Security Specialist (SF Link) 9/20

  • MW: Security and Access, 13% 11/19

Standard and Custom Objects, 14%

Sales and Marketing Applications, 14%

Service and Support Applications, 13%

Activity Management and Collaboration, 3%

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

  • Data Management 7/24
  • Duplicate Management 10/25
  • Project: Import and Export with Data Management Tools 10/27

  • MW: Data Management, 10% 12/13

Analytics - Reports and Dashboards, 10%

Workflow / Process Automation, 8%

Desktop and Mobile Administration, 3%

AppExchange, 2%

Additional Preparation

Admin Beginner Trail (SF Link)

  1. Salesforce Platform Basics 7/20
  2. Data Modeling 7/22
  3. Data Management 7/24
  4. Lightning Experience Customization 8/2
  5. Salesforce Mobile App Customization 8/2
  6. User Engagement 8/5
  7. Reports & Dashboards for Lightning Experience 8/6

Admin Super Set (SF Link)

  1. Data Security 8/18
  2. Project: Customize an Org to Support a New Business Unit 8/31
  3. Project: Reports and Dashboards for Sales and Marketing Managers 9/2
  4. Superbadge: Business Administration Specialist (SF Link) 9/5
  5. Project: Quick Start: Lightning App Builder 9/5
  6. Superbadge: Lightning Experience Reports & Dashboards Specialist (SF Link) 9/9
  7. Identity Basics 9/9
  8. User Authentication 9/16
  9. Superbadge: Security Specialist (SF Link) 9/20

Study for the Administrator Certification Exam Trail (SF Link)

  1. Administrator Certification Prep: Setup and Objects 11/8
  2. Administrator Certification Prep: Security and Data Management 12/27
  3. Administrator Certification Prep: Applications, Activities, and Mobile 12/27
  4. Administrator Certification Prep: Reporting and Automation 12/27

Administrator Trailhead References and Reading