Salesforce

Admin
Certification Study Guide
Thanks for being a part of the Salesforce Help Club
community! I hope this resource helps you as you
continue your pursuit of Salesforce Admin
certification.

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What’s In This Study

Guide?
Everything you need to know for Salesforce
Admin certification broken up into four main
categories: Standard Learning Resources,
Accelerated Learning Resources, Practice
Tests, and Terms & Concepts.

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 Accelerated
Learning Resources

Comprehensive Course
Prepare for the Salesforce Admin Certification Exam
A comprehensive on-demand course broken into 12 different
modules and over 70 lessons.

Each video walks you through what you need to know as a

Salesforce Admin and encourages you to follow along in your own
practice org.

7
Go there now Hours
$54.99
(with promo code)

Trailhead Academy
Prepare for the Salesforce Admin Certification Exam
A live course put on by Salesforce on a regular basis to “boost your
exam readiness and gain the confidence you need to become a
Salesforce Certified Administrator…”

1
Go there now Day
$900.00
 Standard
Learning Resources

Trailhead
Prepare for Your Salesforce Administrator Credential
The official trailmix on Trailhead, designated by Salesforce as the
free way to prepare to be an admin.

Complete modules filled with lessons on the tools and concepts

you need to know for the exam and try it out yourself with Trailhead
Playgrounds.

59
Go there now Hours
FREE
 Practice
Test Exams

Salesforce Help Club

Salesforce Admin Certification Practice Exam
Two unique practice tests designed to help gauge your exam
readiness and key areas that require further study.

Full Practice Test: 60 questions

Quick Practice Test: 30 Questions

1
Go there now Hour
FREE
(with promo code)

Trailhead
Administrator Practice Test
One practice test available in an exam-like format to help you feel
more comfortable on the actual exam.

Practice Test: 30 multiple-choice questions

30
Go there now Min
FREE
 Terms
& Concepts
Users
Required fields when creating a user include email, username, profile, and license
Users can be created manually 1 at a time, manually in batches of 10, or they can be imported
A user cannot be deleted. A user can be deactivated or an admin can “Freeze” the user account.
If a user has too many failed login attempts, their user account will become “locked” not “frozen” or
“deactivated.” An admin can click “Unlock” on their user account.

Company Information
Company Information Page - this is where an admin will go to:
Check Salesforce License usage
Check Data or File Storage usage
Update the Corporate Currency, Default Time Zone, Default Locale, or Default Language
Enable Multiple Currencies (this cannot be disabled)
Business Hours - configured to specify support team availability, which can also be leveraged by things like
escalation rules
Holidays - configured to specify days where teams are not working, which can be leveraged in conjunction
with Business Hours to show support team availability
Language Settings - allows an admin to enable more languages to be used by Users
Fiscal Year - configured to align reporting with the business’ fiscal year
Standard fiscal year allows an admin to select a starting month
Custom fiscal year allows for greater customization of fiscal year parameters (this cannot be disabled)

Profile
Every user must have a profile assigned to them.
A Profile determines certain access and permissions, including:
App Settings
Tab Settings
Object Settings
Field Level Security
Login Hours
Restricted IP Ranges
Page Layouts
 Terms
& Concepts
Permission Set
Can be assigned to users to add additional permissions/access, including:
Assigned Apps
Object Settings
Field Level Security

Sharing Model
How record accessibility is determined. It should be approached in the this order:
Org-Wide Defaults - configured for each object to lock down record access to the most restrictive
settings needed before using other tools to open up access for specific scenarios. (options include
Private, Public Read Only, and Public Read/Write)
Roles - configure roles within a role hierarchy to extend record access through inheritance
Sharing Rules - configure criteria to automatically extend greater record access to users in public groups
or certain roles
Manual Sharing - allows users to manually share individual records to users, groups, or roles
Restriction Rules - configure criteria to prevent users from accessing certain records

Object Manager
This Tab in Setup allows an admin to create a new custom object or edit existing objects.
An admin can configure fields, page layouts, validation rules and more from Object Manager.

Schema Builder
A visual tool that can be used by an admin to visualize the object-relationship model, to create fields, and
more...

Lookup Relationship
A field added to an object, which allows a user to search for and find another record to relate to the record
they are editing.
 Terms
& Concepts
Master-Detail Relationship
A field added to an object, which allows a user to search for and find another record to relate to the record
they are editing. Unlike the Lookup Relationship, the Master-Detail Relationship field is always required to be
populated, it determines record ownership/sharing, and allows for Roll-Up Summary fields to be created. In
addition to this, when a Master record is deleted the detail records are deleted.

Metadata
Data about data (e.g. a field label or help text)

Validation Rules
Configured to help maintain quality data. An admin can create a formula expression which is checked every
time a record of a certain object is created or edited, and will show an error message to the user if the
expression is “true.”

Lead Score
A manually created formula field used to calculate scores on the lead object, to help users better prioritize
the leads they focus on.

Einstein Lead Score

A lead score generated by Salesforce by leveraging machine learning

Lead Conversion
A process that should occur after a lead is deemed “qualified.” a Lead can be converted into an Account, a
Contact, and an Opportunity.

Lead Assignment Rules

Configured to assign new leads to the correct users based upon certain criteria
 Terms
& Concepts
Einstein Opportunity Score
A lead score, from 0-99, generated by Salesforce AI, based upon past win/loss data.

Web-To-Lead
Configured to automatically create leads in Salesforce through a form added to a website.

Sales Process
Configured to specify certain steps in an opportunity lifecycle. Can be different for different record types. Is
technically not the same thing as the “path.”

Path
Configured to create a visualization of a Process (i.e. Sales Process or Service Process). Is based upon a
picklist field. An admin can also add “guidance for success” for each step in the path.

Case Assignment Rules

configured to automatically assign new Cases to a User or Queue based upon specified field criteria.

Case Auto Response Rules

configured to automatically email someone when they submit a new Case. An admin can specify field
criteria for each rule and which email template that should be used.

Escalation Rules
configured to have specified actions occur when a Case needs to be “escalated.” If any open Case remains
in the same state for a specified amount of time, and matches the criteria an Admin configures, then the
Case can be reassigned along with a notification being sent out.
 Terms
& Concepts
Queue
created for teams who share a workload. Records can be assigned to a queue, then team members who are
a part of the queue can claim those records out of the queue by assigning ownership to themselves. Queues
are not available for every object, but are available for Cases, Leads, Orders, and Custom Objects…to name a
few.

AppExchange
a marketplace of Salesforce solutions, such as apps and components. Admins can search for solutions and
import them into their orgs directly from the AppExchange.

Managed Package
a container comprised of Salesforce components and attributes (e.g. code, objects, fields). They are
upgradable and can only be edited by the developer.

Unmanaged Package
a container comprised of Salesforce components and attributes (e.g. code, objects, fields). They are free
and are not upgradable.

Chatter
a social tool within Salesforce used to share information and collaborate with other internal users. Users can
post, create polls, and ask questions. Within a post or comment, users can tag other users, add files, and
format text. Posts can be made within Chatter groups, on records, on user profiles, or within the general
chatter feed.

Chatter Group
Chatter Groups are for team-based work and collaboration, for project-based collaboration, for COEs, or
any other group-based broadcast or collaboration needs. Groups can be Public, Private, or Unlisted.
 Terms
& Concepts
Report Format
report formats in Salesforce include Tabular reports, Summary Reports, Matrix Reports, and Joined Reports.
Tabular reports are simple lists, Summary Reports group rows, and Matrix reports group rows and columns.

Report Type
defines the objects and fields available for a report based on the relationships between a primary object and
its related objects. A Report Type can go 4 objects deep.

Importing Data
Admins can use Data Import Wizard or an external tool like Data Loader to import data. Data Import Wizard
cannot be used to import more than 50,000 records at a time and does not support Cases or Opportunities.

Exporting Data
Admins export data through reports, Data Export in Setup, or external tools like Data Loader.

Workflow Rule
an automation tool that can be triggered by a record creation or update. Actions include Task, Email Alert,
Field Update, and Outbound Message

Process Builder
an automation tool that can be triggered by a record creation or update, can be invoked, or can be triggered
by a platform event. Has more actions available that Workflow Rule but does not have Outbound Message.

Flow
an automation tool that can do everything Workflow Rules and Process Builder can do and way more.

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