Salesforce Certified Platform Administrator Practice Exam

Salesforce Certified Platform Administrator Practice Exam

The Salesforce Platform Administrator certification validates your expertise in configuring, managing, and customizing the Salesforce platform. This globally recognized credential equips you to empower users, optimize workflows, and ensure the success of your organization's Salesforce implementation.

Who should consider this exam?

This certification caters to a broad range of individuals seeking to:

• Launch their Salesforce career: Newcomers can establish a solid foundation and gain practical experience.
• Advance their Salesforce skills: Existing users can deepen their knowledge and unlock career opportunities.
• Support Salesforce initiatives: Business analysts, project managers, and other professionals can contribute effectively to Salesforce implementation and adoption.
• Demonstrate proficiency: Validate your understanding of core Salesforce administration concepts and best practices.
• In addition, candidates should have 6 and more months of experience as a Salesforce Administrator

Responsibilities of a Salesforce Platform Administrator

• User Management: Create and manage user accounts, assign permissions, and ensure data security.
• Data Management: Maintain data accuracy and integrity, configure automation rules, and implement data governance practices.
• Customization: Adapt Salesforce to your organization's needs, create custom fields and objects, and configure automation tools.
• Security Management: Implement security measures, manage access controls, and ensure data compliance.
• Reporting and Analytics: Generate reports and dashboards to track key metrics and gain valuable insights.
• Integration with other systems: Connect Salesforce with other applications to streamline workflows and improve data flow.

Exam Details 

• Format: 60 multiple-choice questions
• Time Limit: 105 minutes
• Passing Score: 65%
• Languages: English, Japanese

Course Outline

The Salesforce Certified Platform Administrator exam covers the following topics - 

MODULE 1 - Configuration and Setup: 20%

• Learning about the information found in the company settings including company settings fiscal year, business hours, currency management, default settings.
• Learning and understand the administration of declarative configuration of the User Interface including UI settings, app menu, list views, global actions, Lightning App Builder.
• Demonstrating the proper setup and maintenance of users (For a given scenario).
• Learning about various organization Security Controls including Setup Audit Trail, Login Hours, Session Settings
• Learning to apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model for a given a user request scenario including public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders
• Learning and understanding the appropriate use of a custom profile or permission set using the various profile settings and permissions. 

MODULE 2 - Object Manager and Lightning App Builder: 20%

• Understanding the standard object architecture and relationship model including standard object, parent/child, master detail/lookup/junction relationships, and more.
• Learning to create, delete, and customize fields and page layouts on standard and custom objects, and learn the implications of deleting fields.
• Learning to create and assign page layouts, record types and business processes for custom and standard objects for a given scenario

MODULE 3 - Sales and Marketing Applications: 12%

• Learning to identify the capabilities and implications of the sales process for a given scenario including sales process, opportunity, path, and forecast impact.
• Learning to apply the appropriate sales productivity features using opportunity tools for a given scenario including dashboards, lead scoring, Einstein opportunity scoring, and more.
• Learning and Understanding the capabilities of lead automation tools and campaign management including leads, lead convert, lead assignment rules, campaign and campaign members.

MODULE 4 - Service and Support Applications: 11%

• Understanding the capabilities of case management including case, case assignment rules, and queues.
• Learning to identify to automate case management including support process, case auto-response rules, and case escalation.

MODULE 5 - Productivity and Collaboration: 7%

• Understanding the capabilities of activity management.
• Understanding the features of Chatter.
• Understanding the capabilities of Salesforce Mobile App.
• Learning to use cases for AppExchange applications.

MODULE 6 -  Data and Analytics Management: 14%

• Understanding the considerations when importing, updating, transferring, mass deleting, exporting and backing up data.
• Learning the capabilities and implications of data validation tools.
• Understanding the options available when creating or customizing a report or report type.
• Understanding the impact of the sharing model on reports.
• Learning and Understand the options available when creating and modifying dashboards including dashboard components, data sources, chart types, Subscribing, running user.

MODULE 7-   Workflow/Process Automation: 16%

• Learning to identify the appropriate automation solution based on the capabilities of the tool for a given scenario.
• Understanding capabilities and use cases for Flow.
• Understanding the capabilities and use cases for the approval process.