Salesforce Platform Administrator Exam Guide

1. Describe the information found in the company settings
2. Distinguish and understand the administration of declarative configuration of the user interface
3. Demonstrate the proper setup and maintenance of usersScenario
4. Explain the various organization Security Controls
5. Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model
6. Determine the appropriate use of a custom profile or permission setScenario

Example scenario: A sales manager needs to see her team's opportunities, but reps should only see their own. Which sharing settings would you combine?

1. Describe the standard object architecture and relationship model
2. Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields
3. Determine how to create and assign page layouts, visibility on Lightning page layouts, record types, and business processes for custom and standard objectsScenario

Example scenario: Two support teams need different picklist values and fields on the same Case object. What would you configure?

1. Identify the capabilities and implications of the sales processScenario
2. Apply the appropriate sales productivity features using opportunity toolsScenario
3. Describe the capabilities of lead automation tools and campaign management

Example scenario: Web leads from Canada must go to a specific queue. Which feature would you set up?

1. Describe the capabilities of case management
2. Identify how to automate case managementScenario

Example scenario: High-priority cases that stay open for four hours must go to a supervisor. Which rule fits?

1. Describe the capabilities of activity management
2. Describe the features of Chatter
3. Describe the capabilities of the Salesforce mobile app
4. Identify use cases for AppExchange applications

Example scenario: Field reps need a simplified page and quick actions on their phones. What would you change?

1. Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data
2. Describe the capabilities and implications of data validation tools
3. Describe the options available when creating or customizing a report or report type
4. Describe the impact of the sharing model on reports
5. Describe the options available when creating and modifying dashboards

Example scenario: A user cannot see some records in a report that a colleague can see. What would you check before changing the report?

1. Identify the appropriate automation solution based on the capabilities of the toolScenario
2. Describe capabilities, use cases, and configuration for Flow
3. Describe capabilities, use cases, and configuration for the approval process

Example scenario: When an opportunity closes, a renewal opportunity should be created a year later. Which automation would you build?

1. Describe the capabilities and use cases of Agentforce
2. Explain how to maintain, update, or install prompts and instructions in Agent Builder

Example scenario: A service agent answers questions it should hand to a person. Where would you adjust its instructions and access?