Salesforce Advanced Admin study plan
Salesforce Advanced Admin · Give each week a clear focus.
8 weeks · About 7 hours per week
Security and Access
Configure org-wide defaults for a set of standard and custom objects and justify public read/write versus private for each
Build a role hierarchy plus a criteria-based sharing rule and a public group, then trace record access for five sample users and confirm the result by logging in as each user
Differentiate profiles, permission sets, and permission set groups and design a least-privilege access model for three personas (sales rep, service agent, read-only analyst)
Configure login IP ranges, session timeout, MFA enforcement, and delegated administration in a sandbox and verify each setting takes effect
Explain implicit sharing through master-detail relationships, Apex managed sharing, and manual sharing, and identify which mechanism applies to five given scenarios
Your checkpoint
A one-page access matrix for the three personas plus a scored 40-question Domain 1 practice set at 80% or higher
Extending Custom Objects and Applications
Select the correct relationship type (lookup, master-detail, many-to-many junction, hierarchical, external lookup, indirect lookup) for six described scenarios and defend each choice
Build a junction object with two master-detail relationships and explain why lookup relationships would break the many-to-many model
Create formula fields and roll-up summaries that span master-detail and lookup relationships, including a cross-object formula and a COUNT/SUM roll-up
Configure dependent picklists, two record types, and dynamic Lightning record pages that show different components per persona
Decide between custom settings, custom metadata types, and custom labels for four use cases and justify each decision
Your checkpoint
A working sandbox app with three related objects, two record types, and a documented schema diagram, plus an 80% or higher score on a Domain 2 practice set
Auditing and Monitoring
Enable field history tracking on four fields and explain the retention and reporting implications of field audit history
Query Login History and the Setup Audit Trail to answer who changed what and when across a set of sample events
Create trace flags and debug logs, then analyze a log to identify governor limit consumption and the root cause of a failing transaction
Compare Event Monitoring log types, configure a transaction security policy, and describe how event log files are retrieved
Run Health Check and interpret its security, storage, and API recommendations into an action list
Your checkpoint
An incident report on a deliberately misconfigured sandbox that lists five changes reconstructed from the Setup Audit Trail and Login History with timestamps and responsible users
Data Management
Choose between the Data Import Wizard, Data Loader, and the command-line data tools for five loading scenarios and state the deciding constraint for each
Perform insert, update, and upsert operations using an external ID and explain when each operation is the correct tool
Configure matching rules and duplicate rules for leads and accounts, then test how they behave during manual entry and during a bulk load
Diagnose ownership skew and data skew in a sandbox and mitigate them through record redistribution and relationship design
Execute a full data export and explain what a sandbox refresh does and does not bring across, including what must be seeded manually
Your checkpoint
A completed migration of at least 5,000 records using upsert with duplicate rules active, plus a written results summary showing success, skip, and error counts
Declarative Automation
Build a before-save record-triggered flow and an after-save record-triggered flow for the same object and explain which field updates each can and cannot perform
Add fault handling, a subflow, and a scheduled path to an existing flow and test each branch
Diagram the order of execution and predict the sequence for a scenario involving validation rules, before-save flows, after-save flows, and Apex triggers
Migrate a Process Builder process into a flow and document the elements that map directly versus those that must be rebuilt
Use decision elements, loops, and collection variables to process a set of related child records inside a single flow
Your checkpoint
A production-quality flow containing a fault path and a scheduled path, plus a written order-of-execution diagram that correctly places flows, workflows, and triggers in sequence
Change Management and Deployment
Deploy metadata between two sandboxes using outbound and inbound change sets and resolve at least one dependency error
Select the correct sandbox type and refresh cadence for three project scenarios and justify the tradeoffs
Run a validation-only deployment, interpret the failure output, and correct the underlying metadata problem
Retrieve and deploy metadata with the command-line tooling and explain how source tracking changes the workflow
Plan a destructive change, deploy profile and permission set updates without overwriting permissions, and describe the rollback strategy
Your checkpoint
An end-to-end deployment of one feature from a development sandbox to a QA sandbox, accompanied by a deployment checklist and a written rollback plan
Service and Sales Cloud Applications
Configure case assignment rules and escalation rules and verify that cases route to the correct queue and owner
Set up an entitlement process with milestones and demonstrate how milestone completion drives SLA compliance reporting
Configure Omni-Channel routing with a queue, presence statuses, and capacity settings in a sandbox
Explain lead assignment rules and lead conversion field mapping, then convert a lead and verify where each field lands
Configure products, price books, and a quote, and describe how forecast settings influence opportunity reporting
Your checkpoint
A service console scenario in which three cases route to different owners through different rules and one quote is generated from an opportunity, plus an 80% or higher score on a Domain 7 practice set
Security and Access & Extending Custom Objects and Applications & Auditing and Monitoring & Data Management & Declarative Automation & Change Management and Deployment & Service and Sales Cloud Applications
Complete a full-length timed practice exam and log every missed question by domain and cause
Re-drill the two weakest domains with targeted scenarios until each reaches 85% accuracy
Re-explain from memory the sharing model, order of execution, and deployment dependency rules without notes
Compress each domain into a one-page cheat sheet of decision rules and gotchas
Review flagged uncertainties and confirm each remaining fact against official documentation
Your checkpoint
A score of 85% or higher on the full-length timed practice exam, with a written remediation log showing every missed question resolved
Milestones
Week 2: Both heaviest domains complete: access matrix written and the multi-object app built, with Domain 1 and Domain 2 practice sets both at 80% or higher
Week 4: Security, schema, auditing, and data management covered; the 5,000-record upsert migration executed and an 80-question cumulative practice set scored at 75% or higher
Week 6: Automation and deployment covered; one feature deployed end-to-end between sandboxes with a rollback plan, and a 100-question cumulative practice set scored at 80% or higher
Week 8: Full-length timed practice exam scored at 85% or higher with no single domain below 70%, and all flagged uncertainties resolved in writing