Salesforce Admin study guide
Salesforce Admin · Work through your exam, one topic at a time.
Salesforce Certified Platform Administrator (often listed simply as Salesforce Certified Administrator) is a Salesforce credential aimed at administrators who configure and extend the platform. Salesforce's own Trailhead page frames the role this way: Certified Platform Administrators are Salesforce pros who are always looking for ways to help their companies get even more out of the Salesforce Platform through additional features and capabilities. The Salesforce Admin study guide has 7 sections and about 2,621 words.
01Configuration and Setup
Salesforce record access answers two questions separately. Object and field permissions (the what ) come from profiles and permission sets.
370 words, about 2 min02Object Manager and Lightning App Builder
Standard objects ship with Salesforce; custom object API names end in c. Choose the relationship deliberately: a lookup is loose (child can exist without a parent, no cascade delete, no roll-up summaries), a master-detail is tight (parent required, sharing inherited, cascade delete, and roll-up summary fields allowed on the parent).
364 words, about 2 min03Sales and Marketing Applications
The sales lifecycle is a chain of objects. Leads capture unqualified interest and arrive via Web-to-Lead, manual entry, or import, and are worked through lead statuses.
364 words, about 2 min04Service and Support Applications
The service domain rewards knowing which rule does what, and in what order. Cases are created manually, by Web-to-Case, by Email-to-Case, or from a channel.
363 words, about 2 min05Productivity and Collaboration
Tasks and events are activities. Tasks have a status and due date; events have start and end times, duration, and invitees.
411 words, about 2 min06Data and Analytics Management
Data Import Wizard handles up to 50,000 records per object in the browser and needs no API access. Data Loader is a client that requires API access, handles far larger volumes, and supports hard delete and upsert.
360 words, about 2 min07Automation
Most automation questions are really order-of-execution questions. For a record save: system validation, then the before-save record-triggered flow , then custom validation rules, then duplicate rules, then save to the database, then the after-save record-triggered flow , then assignment rules, auto-response rules, workflow rules, processes, and escalation rules.
389 words, about 2 min