Prepare for the Salesforce Admin Certification Exam

Explore how Salesforce's customer 360, with Sales Cloud and Service Cloud, delivers a 360-degree view of customers and a set of high-impact, easy-to-implement use cases.

Navigate Salesforce Lightning Experience with the app launcher and user settings. Distinguish record detail pages from list views, then use list views and search to manage records.

Explore how Salesforce models data as objects and fields, with standard objects like contact, lead, and opportunity, and custom objects for classrooms, courses, students, and teachers.

Explore Salesforce field types, from text and text area to email, currency, number, date, time, checkbox, picklist, and lookup fields that relate objects.

Explore sales cloud and service cloud fundamentals, including accounts, contacts, leads, opportunities, campaigns, cases, and the knowledge base, with emphasis on relationships, pipelines, and routing.

Explore the Salesforce AppExchange to discover apps, components, and flow solutions, learn to search with filters, review listings, and test in a sandbox before installation.

Discover how Salesforce separates data from metadata, update data like a contact's email, and modify metadata such as objects, fields, labels, and page layouts to structure your org.

Explore Salesforce editions and their feature bundles, from essentials to unlimited plus. See that enterprise offers unlimited flows, while professional is limited to five.

Sign up for a free Salesforce developer edition to create a developer org, use an email-style username with a plus sign, verify your account, set a password, and log in.

Create and manage Salesforce users via the setup menu, assign licenses and profiles, and enable access with a generated password for immediate login.

Explore the Salesforce setup page, mastering the setup home and left menu to access users, profiles, roles, permission sets, queues, public groups, and process automation such as flows.

Explore the company information and settings in Salesforce, including license counts, storage usage, language and time zone defaults, data protection, and usage-based entitlements for exam readiness.

Explore how to configure company settings in Salesforce, including multiple business hours, standard and custom fiscal years, holidays, language options, and the my domain subdomain for secure logins and branding.

Navigate to the Object Manager to view all objects, create new ones, and edit existing ones. Explore key object settings such as fields, page layouts, and validation rules.

Explore how objects, fields, and relationships structure Salesforce data. Learn how relationships connect objects and influence reports and formula fields to meet business needs.

Explore the object manager to view standard and custom objects and visualize relationships via the erd and schema builder; plan object architecture before creation.

Create a custom object named property in Salesforce, configure label and object name, enable auto number for records, and set up description, reports, history tracking, and a tab.

Learn how to create your first custom field in Salesforce, choosing a type, setting label and API name, adding help text, and configuring security and layouts with a date-of-death example.

Explore additional Salesforce field types, including checkbox, currency, number, text, and formula fields. Learn to edit fields in object manager, set security and defaults, and manage pick lists.

Learn to model Salesforce relationships in Sales Cloud by linking properties, accounts, contacts, and opportunities, using one-to-many and lookup fields, and defining property data such as address and type.

Learn how to implement field dependencies in Salesforce by linking a controlling property type field to a dependent building type picklist, reducing errors and cleaning data for better user experiences.

Explore master-detail vs lookup relationships in Salesforce, including parent-child implications, required fields, rollup summaries, and scenarios like property, contact, and survey data.

Explore modeling a many-to-many relationship in Salesforce using a junction object called property contact role, linking contact and property with master-detail relationships to capture each contact's role for a property.

Learn to use roll up summary fields in a master detail setup to summarize related records and compute the average CSat score on a contact via a formula.

Explore the different types of layouts and lightning pages to tailor a Salesforce developer edition page and present information in the most helpful way.

Customize page layouts by selecting and ordering fields, sections, and related lists. Assign layouts by profiles or record types, and use drag-and-drop and the wrench to adjust fields and lists.

Explore lightning record pages, a dynamic editor that replaces page layouts with components such as highlights panel, path, record detail, list views, dynamic actions, and dynamic visibility.

Explore how to configure search layouts in Salesforce to control which fields appear in global and lookup search results, with profile-specific layouts for standard and custom objects.

Display a record's key fields at a glance in the highlights panel using compact layouts, edit and assign a primary layout, and test updates in mobile, Lightning, and email integrations.

Explore how Sales Cloud manages the sales funnel from awareness to action, using campaigns, leads, accounts, contacts, opportunities, quote, and contracts, plus customization options.

Explore standard lead fields, including lead source and status, and how web to lead captures website prospects. Learn how leads convert to account, contact, and opportunity with mapping for reporting.

Learn how accounts and contacts model customer relationships in Salesforce, create sample data, and explore direct and indirect account–contact relationships, activity history, and the junction object.

Manage opportunities through stages and sales paths to forecast deals and track pipeline. Visualize with Kanban and list views, using guidance and contact roles to close.

Enable account and opportunity teams to coordinate roles, access, and default settings across accounts and opportunities. Configure opportunity splits to credit revenue among team members.

Learn how products and the standard price book define pricing in Salesforce, then create quotes and contracts linked to opportunities to record and sync sales details.

Explore building lead scores and lead assignment rules in Salesforce with a custom formula field, scoring by created date, city, industry, and title to route leads to the right reps.

Explore how to create and manage campaigns in Sales Cloud, build a campaign hierarchy for brand awareness, and track campaign members, leads, and contacts with status updates and roll-up fields.

Explains how Service Cloud keeps customers at the center, covers cases, the Service Console, built-in automation, and best practices for managing support to prepare for the exam.

Explore the Salesforce case object and its standard fields—subject, account and contact lookups, origin, priority, type, and reason—and how to customize picklists and layouts with Object Manager.

Discover console navigation in the service console app, where records open as subtabs and multiple cases stay organized with left list views and a right information panel, like a browser.

Learn how to create cases manually or automatically in Salesforce, using web-to-case and email-to-case with setup steps. Configure routing addresses, verification, case origin, and case owner settings to streamline support.

Learn to use queues in Salesforce to own cases and route work efficiently. Create case assignment rules to auto-assign by origin, priority, or country and validate with list views.

Configure case auto response rules to automatically send tailored email templates when cases are created, based on criteria like case origin and customer tier, using org-wide email addresses.

Define and apply escalation rules to automatically reassign open cases by criteria such as special client, top-tier support, SLA, or liability, and configure actions, timings, and notifications.

Learn to manage Salesforce case workflows by configuring status values, record types, and support processes for incident, complaint, and cancellation, plus visualizing progress with paths and Kanban.

Learn to configure Salesforce security to grant the right access at organization, object, field, and record levels while reducing clutter and protecting sensitive data.

Set org-level security by managing trusted and restricted ip ranges, login hours, and password policies across profiles to control who can access the Salesforce org.

Learn object-level permissions by using profiles for baseline access and permission sets to add rights to objects, with read, create, edit, and delete options.

Configure field level security to restrict access to sensitive fields, using profiles and permission sets to grant read or edit permissions on objects like opportunity and account.

Identify how record ownership assigns a single owner via the owner field, a user lookup. Ensure the creator becomes the owner on creation and that ownership can be changed.

Apply organization wide defaults to set the baseline record access, then extend access using role hierarchy, sharing rules, and manual sharing to tailor visibility for accounts, cases, and properties.

Explore how automation reduces manual work, guides users, and safeguards experiences, and learn why flows are the future while comparing approval processes, process builder, and workflow rules.

Learn how workflow rules automate Salesforce records by defining start criteria on create or edit for a chosen object and selecting actions like tasks, email alerts, and field updates.

Explore process builder compared to workflow rules, create and activate processes, define criteria for contacts, and configure actions like update records, create tasks, or post to chatter.

Discover the declarative automation tool flows in Salesforce, covering screen, record-triggered, schedule-triggered, and auto launched types, with essential elements like get, update, create, and decision logic.

Learn how approval processes automate manager approvals, define entry criteria, and configure submission, approval, and rejection actions with status updates and email alerts.

Protect data integrity in Salesforce by implementing validation rules, enabling field history tracking, and scheduling data exports to back up information, combating garbage in, garbage out.

Explore how validation rules prevent closing opportunities without an amount and guide users with clear error messages to improve data quality.

Enable field history tracking on an object and review the related contact history list to see who changed which fields, when, and the before and after values.

Explore Salesforce data backup options using the recycle bin to restore deleted records within 15 days, and use data export or schedule export to back up objects and attachments.