Salesforce Certified Administrator

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

Distinguish and understand the administration of declarative configuration of the UI (UI/UX settings, app menu, list views, global actions, Lightning App Builder).

Given a scenario, demonstrate the proper setup and maintenance of users (unique usernames, locales, working hours, license types, implications of deactivating users).

Explain the various organization Security Controls (identity verification, Setup Audit Trail, Login Hours, Session Settings, agent access).

Given a scenario, apply the appropriate security controls based on the Salesforce sharing model (teams, sharing hierarchy, public groups, OWD, roles, role hierarchy, report folders).

Given a scenario, determine the appropriate use of a custom profile or permission set (profile settings, permission set groups, muting).

Describe the standard object architecture and relationship model (standard object, parent/child, master-detail/lookup/junction relationships, record types, Schema Builder).

Explain how to create, delete, and customize fields and page layouts on standard and custom objects, including implications of deleting fields (roll-up summaries, cross-object formulas, picklist dependencies).

Given a scenario, determine how to create and assign page layouts, Lightning page visibility, record types, and business processes for custom and standard objects (quick actions, global actions).

Given a scenario, identify the capabilities and implications of the sales process (leads, opportunities, path).

Given a scenario, apply the appropriate sales productivity features using opportunity tools (dashboards, lead scoring, Einstein for Sales, opportunity scoring, forecasting, territory management).

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

Describe the capabilities of case management (case, case assignment rules, queues).

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

Describe the capabilities of activity management (tasks, events).

Describe the features of Chatter (groups, accessibility to groups, internal/external users).

Describe the capabilities of the Salesforce mobile app (Lightning page, modifying the app, browser, app menu, visibility, branding, build launchpad).

Identify use cases for AppExchange applications (managed/unmanaged packages, who can publish, prompts on AgentExchange, flows).

Describe the considerations when importing, updating, transferring, mass deleting, exporting, and backing up data (Archival, Apex Data Loader, Import Wizard).

Describe the capabilities and implications of data validation tools (duplicate and matching rules, validation rules).

Describe the options available when creating or customizing a report or report type (join objects, with/without records, renaming fields, formulas, buckets, joined reports, chart settings, hide details, grouping totals).

Describe the impact of the sharing model on reports (visibility, folder structure, sharing fields).

Describe the options available when creating and modifying dashboards (dashboard widgets, data sources, chart types, dynamic dashboards, scheduling, filters).

Given a scenario, identify the appropriate automation solution based on the capabilities of the tool (escalation rules, case assignment rules, lead assignment rules, default automation user, AI).

Describe capabilities, use cases, and configuration for Flow (screen flows, record-triggered flows, autolaunched flows, order of execution).

Describe capabilities, use cases, and configuration for the approval process (criteria for approvers, rejections, approvals).

Describe the capabilities and use cases of Agentforce (use case scenarios, when AI is appropriate, security, troubleshooting agent permissions).

Explain how to maintain, update, or install prompts and instructions in Agent Builder (light testing, conversation preview).