Salesforce Admin study plan

Configure company settings in a free Developer org: fiscal year, currency, locale, default language, and business hours

Create three user records on different license types and assign each a profile plus at least one permission set

Diagram the sharing model (org-wide defaults, role hierarchy, sharing rules, manual sharing, permission sets) and annotate which layer grants access versus which layer opens records

Build a least-privilege custom profile and a paired permission set that together grant access to one custom object and its tab

Configure password policies, login IP ranges, session settings, and delegated administration for one user

Create and activate a sandbox, then document exactly what copies over (metadata, data, users) and what does not

Create a custom object with at least six field types, one record type, and a custom tab, then add it to a custom Lightning app

Configure app menu and Lightning Experience settings, then switch a test user between the app and standard navigation to confirm behavior

Write a one-page comparison of profiles, permission sets, and permission set groups describing when to use each

Set up field-level security for the custom object's fields and verify visibility differences across two profiles

Build one master-detail and one lookup relationship and write a short note on deletion behavior and sharing inheritance for each

Create two page layouts and assign them to different record types on the same object

Build a Lightning record page in Lightning App Builder using at least four components, then apply component visibility filters

Activate the Lightning page by app, record type, and profile, and verify each audience sees the right variant

Create a global picklist value set and apply it to two custom fields

Write a validation rule whose formula references two fields and returns a custom error message on a specific page layout

Create three formula fields (text, date, and a roll-up summary) and verify the roll-up recalculates on child record changes

Build a record-triggered flow that runs on create and updates a related parent record

Decide between before-save and after-save flow for two scenarios and record the reasoning

Test the flow against three scenarios (create, update, bulk) and log pass or fail for each

Build a screen flow containing at least one decision and one assignment element, then expose it as a Lightning page action

Configure an approval process with two approval steps, an email template, and a final approval action

Configure case or lead assignment and escalation rules and verify routing with a test record

Write a five-row cheat sheet mapping a business requirement to the correct automation tool (validation rule, formula, record-triggered flow, screen flow, approval process)

Validate the cheat sheet against ten practice scenarios and correct any misclassifications

Import a small data set with the Data Import Wizard and a larger one with Data Loader, documenting field mapping and any rejected rows

Schedule a weekly data export and describe what the export package does and does not include

Create a custom report type and build three reports: summary, matrix, and one with a cross filter or bucket field

Build a dashboard with at least four components sourced from different reports and set a running user

Configure duplicate rules and a matching rule on two objects, and enable field history tracking on three fields

Configure the lead lifecycle end to end: Web-to-Lead, lead assignment rules, auto-response rules, and conversion field mapping

Create a campaign with members and connect it to an opportunity to observe campaign influence on the record

Create products and a price book, add line items to an opportunity, and note how quantities and discounts affect the amount

Configure case management: support processes, a queue, case assignment rules, escalation rules, and case auto-response rules

Enable Web-to-Case and confirm a submitted form creates a routed case

Configure Chatter settings, create a group, post to it, and follow two records to observe feed behavior

Configure activity settings including tasks, events, reminders, and shared activities on a record

Take two full-length timed practice exams and log every missed question by domain

Re-study your two lowest-scoring domains and rewrite condensed notes for each

Build a 20-card flashcard deck covering the concepts you missed most often