Platform Administrator
4-Step Path to Passing
- 1Complete theStart by learning all of the content provided by Salesforce in the guided trailmix. The recommended modules change occasionally, so be sure to check that you keep up the completion percentage on the trailmix over time!
- 2Look at theEvery concept you need to know for your exam, available for free to check off as you learn.
- 3AttemptI recommend my own practice exams, but I have linked other options in the Study Resources section below. These are the best indicators for how you should expect to do on the real exam.
- 4Exams run every day, at all hours of the day. There is no need to schedule your exam in advance. You should schedule your exam with short notice when you are ready.
Core Resources
Exam Overview
From the official exam guide
Questions
65
Duration
105 min
To Pass
68%
Pricing
$200 registration · $100 retake
Delivery
Online proctored or at a testing center
Experience
6+ months recommended
Prerequisites
No prerequisites required
Exam Topics
Each topic section shows the topic weight, learning objectives, and links to study resources.
Configuration & Setup15%
Company settings, declarative UI configuration, user setup and maintenance, organization security controls, sharing model, and profiles and permission sets.
- Describe the information found in the company settings (for example: fiscal year, business hours, currency management, default settings).
- Distinguish and understand the administration of declarative configuration of the user interface (for example: UI/UX settings, app menu, list views, global actions, Lightning App Builder).
- Given a scenario, demonstrate the proper setup and maintenance of users (for example: usernames are unique, locales, working hours, license distribution, license types, not deleting a user, implications of making inactive, assigning feature licenses, management of users with various login methods).
- 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).
- Given a scenario, determine the appropriate use of a custom profile or permission set (for example: profile settings, permission set groups, and muting).
Resources
Object Manager & Lightning App Builder15%
Standard and custom objects, fields, relationships, page layouts, record types, business processes, Schema Builder, Lightning App Builder, and quick actions.
- Describe the standard object architecture and relationship model (for example: accounts, contacts, opportunities, lookup vs. master-detail, many-to-many via junction objects).
- Describe the use of Schema Builder to visualize and modify objects, fields, and relationships.
- Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields (for example: roll-up summaries stop calculating, cross-object formulas break, picklist dependencies affected).
- Given a scenario, determine how to create and assign page layouts, record types, and business processes for standard and custom objects.
- Describe the capabilities of Lightning App Builder, including dynamic page visibility, component customization, and layouts for mobile and desktop.
- Describe quick actions and global actions and when to use them.
Resources
Sales & Marketing Applications10%
Sales process (opportunities, products, price books, quotes, orders, forecasting), lead management, campaigns, and sales productivity tools (Path, Kanban, Einstein Scoring).
- Given a scenario, identify the capabilities and implications of the sales process (for example: opportunities, products, price books, quotes, orders, forecasting).
- Describe the sales productivity features (for example: Path, Kanban, contact roles, opportunity teams, Einstein Lead Scoring, Einstein Opportunity Scoring).
- Describe the capabilities of lead management tools (for example: lead conversion, lead assignment rules, auto-response rules, web-to-lead).
- Describe the capabilities of campaign management (for example: campaign members, campaign hierarchy, campaign influence).
Resources
Service & Support Applications10%
Case management, case automation (assignment, auto-response, escalation, web-to-case, email-to-case), Salesforce Knowledge, and the Service Console.
- Describe the capabilities of case management (for example: case processes, case settings, case comments, case teams, support processes).
- Given a scenario, identify how to automate case management (for example: case assignment rules, auto-response rules, escalation rules, web-to-case, email-to-case).
- Describe the capabilities of Salesforce Knowledge (for example: article types, data categories, knowledge management).
- Describe the capabilities and features of the Service Console.
Resources
Productivity & Collaboration10%
Activity management, Chatter, Salesforce Mobile App, AppExchange, and AgentExchange.
- Describe the capabilities of activity management (for example: tasks, events, public calendars, multi-day events, recurring activities, activity timeline vs. activity related list).
- Describe the features of Chatter (for example: feeds, groups, following, notifications, files, group visibility and broadcast groups).
- Describe the capabilities and setup of the Salesforce Mobile App (for example: navigation, features, Lightning pages for mobile).
- Identify use cases for AppExchange and AgentExchange (for example: managed packages, unmanaged packages, solution types, prompts).
Resources
Data & Analytics Management17%
Data import/export and backup tools, validation and duplicate management, report types and customization, sharing model impact on reports, dashboards, and custom report types.
- Describe the considerations when importing, updating, transferring, and mass deleting data (for example: Data Import Wizard, Data Loader, CSV files, field mapping, record IDs, external IDs, duplicate records).
- Describe the different ways to back up data (for example: data export service, Data Loader).
- Describe the capabilities and implications of data validation tools (for example: validation rules, duplicate rules, matching rules).
- Describe the options available when creating or customizing a report (for example: report type, report format, fields, summarizing data, filtering data, charts, scheduling, conditional formatting, bucket fields, report formulas).
- Describe the capabilities of custom report types.
- 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, running user, dynamic dashboards).
Resources
Automation15%
Flow Builder (screen flows, record-triggered flows, autolaunched flows, scheduled flows), approval processes, and order of execution.
- Given a scenario, identify the appropriate automation solution based on the capabilities of Flow Builder (for example: screen flows, record-triggered flows, autolaunched flows, scheduled flows).
- Describe the order of execution and how automations interact with validation rules, triggers, and other processes.
- Describe the capabilities and use cases for approval processes (for example: entry criteria, approvers, approval/rejection actions, recall actions).
Resources
Agentforce AI8%
Agentforce capabilities and security, Agent Builder prompt and instruction management, Conversation Preview for testing, Einstein Trust Layer, and responsible AI. Added to the exam December 2025.
- Explain the capabilities and use cases of Agentforce AI, with a focus on security and troubleshooting agent permissions.
- Describe how to maintain, install, and update prompts and instructions in Agent Builder.
- Describe how to use Conversation Preview to test agent behavior, verify tool calls, and check data access.
- Explain the Einstein Trust Layer and responsible AI principles.
Resources
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