Salesforce Admin Exam Study Guide

 Prepare for your Salesforce Administrator Credential

Trailmix: https://trailhead.salesforce.com/en/users/strailhead/trailmixes/prepare-for-your-salesforce-
administrator-credential

 Administrator Certification
Prep: https://trailhead.salesforce.com/en/content/learn/trails/administrator-certification-prep 

 Practice Exams: https://focusonforce.com/admin-study-guide/

 Schedule Exam: https://www.webassessor.com/salesforce 
o Practice Exam: $20
o Salesforce Certified Administrator Exam: $200

Question Breakdown Estimate:

Testing is being based on the following percent translated to number of questions. (anything above .5 is
rounded up. Below .49 is rounded down)

Organizational Setup 3% @ 2 questions

User Setup 7% @ 4 questions
Security and Access 13% @ 8 questions
Standard and Custom Objects 14% @ 8 questions
Sales and Marketing Applications 14% @ 8 questions
Service and Support Applications 13% @ 8 questions
Activity Management and Collaboration 3% @ 2 questions
Data Management 10% @ 6 questions
Analytics—Reports and Dashboards 10% @ 6 questions
Workflow/Process Automation 8% @ 5 questions
Desktop and Mobile Administration 3% @ 2 questions
AppExchange 2% @ 1 question

Exam Outline and Trailhead Links

Standard and Custom Objects - 14%
 Describe the standard object architecture and relationship model.
 Explain how to create, delete, and customize fields and page layouts on standard and custom objects,
and understand 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.

Exam/Confidence Score: 
 Trail/Module Link
1 Salesforce Cloud Benefits https://trailhead.salesforce.com/content/learn/modules/
salesforce_advantange_what_we_do?
trailmix_creator_id=tiffanynspencer&trailmix_slug=intro-to-salesforce
2 Salesforce Platform Basics https://trailhead.salesforce.com/content/learn/modules/
starting_force_com?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
3 Salesforce User Tour https://trailhead.salesforce.com/content/learn/modules/
lex_salesforce_tour?
trailmix_creator_id=tiffanynspencer&trailmix_slug=intro-to-salesforce
4 Data Modeling https://trailhead.salesforce.com/content/learn/modules/
data_modeling?trailmix_creator_id=strailhead&trailmix_slug=prepare-
for-your-salesforce-administrator-credential
5 Customize a Salesforce https://trailhead.salesforce.com/content/learn/projects/customize-a-
Object salesforce-object?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
6
7
8

Sales and Marketing Applications - 14%

 Given a scenario, identify the capabilities and implications of the sales process.
 Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know
when products and Price Books should be used.
 Describe the capabilities of lead automation tools and campaign management.
 Describe the capability of Salesforce Content.

Exam/Confidence Score: 

Trail/Module/Project Link
1 Accounts and Contacts for https://trailhead.salesforce.com/content/learn/modules/
Lightning accounts_contacts_lightning_experience?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

2 Leads and Opportunities for https://trailhead.salesforce.com/content/learn/modules/

Lightning leads_opportunities_lightning_experience?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

3 Products, Quotes and https://trailhead.salesforce.com/content/learn/modules/

Contracts sales_admin_products_quotes_contracts?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
4 Campaign Basics https://trailhead.salesforce.com/content/learn/modules/
campaign_basics?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

5 Customize a Sales Path for https://trailhead.salesforce.com/content/learn/projects/customize-a-

Your Team sales-path-for-your-team?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

6 Opportunity Management https://trailhead.salesforce.com/en/content/learn/modules/

opportunity-management

7 Sales Reports for Lightning https://trailhead.salesforce.com/en/content/learn/modules/

Experience sales_admin_sales_reports_for_lex

8 Create Reports and https://trailhead.salesforce.com/en/content/learn/projects/create-

Dashboards for Sales and reports-and-dashboards-for-sales-and-marketing-managers
Marketing Managers

Service and Support Applications - 13%

 Describe the capabilities of case management (for example, case processes, case settings, and case
comments).
 Given a scenario, identify how to automate case management (for example, case assignment, auto-
response, escalation, web-to-case, email-to-case, case teams).
 Describe the capabilities of Salesforce Knowledge.
 Describe the capabilities of the Community application (for example, Ideas and Answers).

Exam/Confidence Score: 

Trail/Module/Project Link
1 Service Cloud for Lightning https://trailhead.salesforce.com/content/learn/modules/service_lex?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

2 Service Cloud Platform https://trailhead.salesforce.com/content/learn/modules/service-cloud-

Efficiency platform-efficiency?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

3 Knowledge Basics for https://trailhead.salesforce.com/content/learn/modules/lightning-

Lightning knowledge-basics?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

4 Build a Community with https://trailhead.salesforce.com/content/learn/projects/build-a-

 Knowledge and Chat community-with-knowledge-and-chat?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential

5 Service Cloud Essentials https://trailhead.salesforce.com/en/content/learn/modules/service-

Features cloud-essentials-features
6 Service Cloud Specialist https://trailhead.salesforce.com/en/content/learn/modules/
service_lex?

7 Service Cloud Efficiency https://trailhead.salesforce.com/en/content/learn/modules/service-

cloud-platform-efficiency/create-self-service-communities-and-portals

Security and Access - 13%

 Explain the various organization security controls (for example, passwords, IP restrictions, identity
confirmation, network settings).
 Given a user request scenario, apply the appropriate security controls based on the features and
capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role
hierarchy, manual sharing, sharing rules, and public groups).
 Given a scenario, determine the appropriate use of a custom profile or permission set using the various
profile settings and permissions.
 Describe how folders can be used to organize and secure communication templates, dashboards, and
reports.

Exam/Confidence Score:

Trail/Module/Project Link
1 Identity Basics https://trailhead.salesforce.com/content/learn/modules/
identity_basics?trailmix_creator_id=strailhead&trailmix_slug=prepare-
for-your-salesforce-administrator-credential

2 Data Security https://trailhead.salesforce.com/content/learn/modules/

data_security?trailmix_creator_id=strailhead&trailmix_slug=prepare-
for-your-salesforce-administrator-credential

3 Blog Post How to Successfully Navigate Salesforce Security with Trailhead

4 Help Article https://help.salesforce.com/articleView?
id=security_data_access.htm&type=5
5 Security SuperBadge https://trailhead.salesforce.com/content/learn/superbadges/
superbadge_security
6 Who Sees What Lightning http://salesforce.vidyard.com/watch/B1bQnMFg2VyZq7V6zXQjPg
Experience
Data Management - 10%
 Describe the considerations when importing, updating, transferring, and mass deleting data (for
example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).
 Given a scenario, identify tools and use cases for managing data (for example, dataloader, data import
wizard).
 Describe the capabilities and implications of data validation tools.
 Describe the different ways to backup data (for example, data export service, exports, dataloader).

Exam/Confidence Score:

Trail/Module/Project Link
1 Data Management https://trailhead.salesforce.com/content/learn/modules/
lex_implementation_data_management?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
2 Duplicate Management https://trailhead.salesforce.com/content/learn/modules/
sales_admin_duplicate_management?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
3 Import and Export with Data https://trailhead.salesforce.com/content/learn/projects/import-and-
Management export-with-data-management-tools?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
4 Formulas and Validation https://trailhead.salesforce.com/en/content/learn/modules/
Rules point_click_business_logic
5
6

Analytics - Reports and Dashboards - 10%

 Describe the options available when creating or customizing a report (for example, report type, report
format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
 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, scheduling, and running user).
 Describe the capabilities of custom report types.

Exam/Confidence Score:

Trail/Module/Project Link
1 Reports & Dashboards for https://trailhead.salesforce.com/content/learn/modules/
Lightning Experience lex_implementation_reports_dashboards?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
2 Create Reports and https://trailhead.salesforce.com/content/learn/projects/create-reports-
Dashboards for Sales and and-dashboards-for-sales-and-marketing-managers?
 Marketing Managers trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-
salesforce-administrator-credential
3 Lightning Experience Reports https://trailhead.salesforce.com/content/learn/superbadges/
& Dashboards Specialist superbadge-lex-rd
4
5
6

Workflow/Process Automation - 8%
 Given a scenario, identify the appropriate automation solution based on the capabilities of
workflow/process.
 Describe capabilities and use cases for the approval process.

Exam/Confidence Score:

Trail/Module/Project Link
1 Business Process Automation https://trailhead.salesforce.com/content/learn/modules/
business_process_automation?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-
administrator-credential
2 Build a Discount Approval https://trailhead.salesforce.com/content/learn/projects/build-a-discount-
Process approval-process?trailmix_creator_id=strailhead&trailmix_slug=prepare-
for-your-salesforce-administrator-credential
3 Quick Start: Process Builder https://trailhead.salesforce.com/content/learn/projects/quickstart-
process-builder?trailmix_creator_id=strailhead&trailmix_slug=prepare-for-
your-salesforce-administrator-credential
4 Point and Click Business Logic https://trailhead.salesforce.com/en/content/learn/modules/
point_click_business_logic
5 Workflow Rules https://help.salesforce.com/articleView?id=workflow_rules_new.htm
6 When to use which https://help.salesforce.com/articleView?id=process_which_tool.htm
automation tool?
7 Time Dependent Workflow https://help.salesforce.com/articleView?
Rules id=workflow_time_dependent.htm

User Setup - 7%
 Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and
resolve locked user accounts).
 Understand the implications of activating, deactivating, or freezing a user.

Exam/Confidence Score:

Trail/Module/Project Link
1 Lightning Implementaiton https://trailhead.salesforce.com/content/learn/modules/
User Setup and Managmeent lex_implementation_user_setup_mgmt?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-
 administrator-credential
2 Customize an Org to Support https://trailhead.salesforce.com/content/learn/projects/customize-an-org-
a New Business Unit to-support-a-new-business-unit
3
4
5
6

Organizational Setup - 3%
 Describe the information found in the company information (for example, fiscal year, business hours,
currency management, default settings).
 Distinguish between the various UI features that an administrator controls, including the implications
(for example, UI settings, search settings, list views, homepage layouts).

Exam/Confidence Score:

Trail/Module/Project Link
1 Salsforce Platform Basics https://trailhead.salesforce.com/content/learn/modules/
starting_force_com?
2 User Authenticion https://trailhead.salesforce.com/content/learn/modules/identity_login
3 Prepare your Salesforce Org https://trailhead.salesforce.com/content/learn/projects/prepare-your-
for Users salesforce-org-for-users
4
5
6

Activity Management and Collaboration - 3%

 Describe the capabilities of activity management (for example, manage tasks, events, public calendars,
multi-day events.
 Describe the features of Chatter (for example, feed, groups, following, security).

Exam/Confidence Score:

Trail/Module/Project Link
1 Help Document https://help.salesforce.com/articleView?id=activities.htm&type=0
2 Lighting Experience https://trailhead.salesforce.com/en/content/learn/modules/lightning-
Productivity experience-productivity
3 Chatter Basics for Lightning https://trailhead.salesforce.com/en/content/learn/modules/
Experience chatter_basics_for_users
4 Chatter Administration for https://trailhead.salesforce.com/en/content/learn/modules/
Lightning Experience lex_implementation_chatter
5
6
Desktop and Mobile Administration - 3%
 Describe the capabilities of the Salesforce Mobile App.
 Describe the installation and synchronization options of Salesforce Lightning for Outlook.

Exam/Confidence Score:

Trail/Module/Project Link
1 Salesforce1 Branded Apps https://trailhead.salesforce.com/content/learn/modules/
salesforce1_branded_apps?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-
administrator-credential
2 Lightning App Builder https://trailhead.salesforce.com/content/learn/modules/
lightning_app_builder?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-
administrator-credential
3 Outlook Integration https://trailhead.salesforce.com/en/content/learn/modules/
outlook_integration
4
5
6

AppExchange - 2%
 Identify use cases for AppExchange applications.

Exam/Confidence Score:

Trail/Module/Project Link
1 AppExchange Basics https://trailhead.salesforce.com/content/learn/modules/
appexchange_basics?
trailmix_creator_id=strailhead&trailmix_slug=prepare-for-your-salesforce-
administrator-credential
2 AppExchange Solutions https://trailhead.salesforce.com/en/content/learn/modules/appexchange-
solutions
3
4
5
6

Additional Practice
 For additional hands on experience

Trail/Module/Project Link
1 Business Adminstration https://trailhead.salesforce.com/en/content/learn/superbadges/
 Specialist Superbadge superbadge_business_specialist
2 Security Specialist https://trailhead.salesforce.com/en/content/learn/superbadges/
Superbadge superbadge_security
3 App Customization Specialist https://trailhead.salesforce.com/en/content/learn/superbadges/
superbadge_lightning_platform_app_builder
4 Lightning Experience Report https://trailhead.salesforce.com/en/content/learn/superbadges/
and Dashboard Specialist superbadge-lex-rd
5
6