Salesforce Certified Platform Administrator Exam Prep

About the Salesforce Platform Administrator Exam & Certification Path

The Salesforce Platform Administrator Certification is designed for professionals who manage and optimize Salesforce to help their organizations maximize the platform’s capabilities. This exam evaluates your knowledge of Salesforce applications, core features, and administrative tools across Sales Cloud, Service Cloud, and Collaboration Cloud.

Two Levels of Salesforce Administrator Certification

• Salesforce Certified Platform Administrator – Focuses on essential Salesforce admin skills, including managing users, configuring security, and maintaining platform functionality.

• Salesforce Certified Platform Administrator II – Ideal for experienced Salesforce administrators who understand best practices, advanced configuration, and can leverage Salesforce to solve complex business challenges.

Who Should Take the Salesforce Administrator Certification Exam?

This certification is perfect for:

• Salesforce professionals looking to validate their admin skills and Salesforce knowledge.

• Administrators who configure and maintain Salesforce organizations.

• Anyone seeking to demonstrate their ability to handle real-world business requirements using Salesforce features and tools.

While no formal prerequisites exist, having at least 6 months of hands-on Salesforce administration experience is highly recommended before attempting the exam.

Salesforce Platform Administrator Exam Details

• Format: 60 multiple-choice/multiple-select questions (plus up to 5 unscored questions)

• Time Limit: 105 minutes

• Passing Score: 65%

• Release Version: Based on Salesforce Winter ‘24 release

• Exam Cost: US$200 (plus applicable taxes)

• Retake Fee: US$100 (plus applicable taxes)

• Delivery Options: Available through online proctoring or in-person at testing centers

• Resources: Closed-book exam (no reference materials allowed)

• Prerequisites: No prior certifications required (training highly recommended)

Exam Outline

The Salesforce Platform Administrator Exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience as a Salesforce Platform Administrator and have demonstrated the application of each of the features/functions below.

Configuration and Setup: 20%

• Describe the information found in the company settings (for example, company settings fiscal year, business hours, currency management, default settings).

• Distinguish and understand the administration of declarative configuration of the user interface (for example, UI settings, app menu, list views, global actions, Lightning App Builder).

• Given a scenario, demonstrate the proper setup and maintenance of users.

• Explain the various organization Security Controls (for example, Setup Audit Trail, Login Hours, Session Settings).

• Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, public groups, org-wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders).

• Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.

Object Manager and Lightning App Builder: 20%

• Describe the standard object architecture and relationship model (for example, standard object, parent/child, master detail/lookup/junction relationships, and record types).

• Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields.

• Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.

Sales and Marketing Applications: 12%

• Given a scenario, identify the capabilities and implications of the sales process (for example, sales process, opportunity, path, and forecast impact).

• Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example, dashboards, lead scoring, Einstein opportunity scoring, and home page assistant).

• Describe the capabilities of lead automation tools and campaign management (for example, leads, lead convert, lead assignment rules, campaign and campaign members).

Service and Support Applications: 11%

• Describe the capabilities of case management (for example, case, case assignment rules, and queues).

• Given a scenario, identify how to automate case management (for example, support process, case auto-response rules, and case escalation).

Productivity and Collaboration: 7%

• Describe the capabilities of activity management.

• Describe the features of Chatter.

• Describe the capabilities of the Salesforce mobile app.

• Identify use cases for AppExchange applications.

Data and Analytics Management: 14%

• Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data.

• Describe the capabilities and implications of data validation tools.

• Describe the options available when creating or customizing a report or report type.

• 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, Subscribing, running user).

Workflow/Process Automation: 16%

• Given a scenario, identify the appropriate automation solution based on the capabilities of the tool.

• Describe capabilities and use cases for Flow.

• Describe capabilities and use cases for the approval process.