Salesforce Administrator Certification

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ABOUT THE SALESFORCE CERTIFIED ADMINISTRATOR PROGRAM

The Salesforce Certified Administrator program is designed for individuals who have experience as a Salesforce administrator. The program encompasses the breadth of applications, the features and functions available to an end user, and the configuration and management options available to an administrator across the Sales, Service, and Collaboration Clouds.
This credential is targeted toward the Salesforce Certified Administrator who has mastered Salesforce configuration maintenance, can demonstrate an understanding of administration best practices, and is able to use the advanced features and functionality to solve a variety of business problems.

ABOUT THE EXAM :

  1. Content: 60 multiple-choice/multiple-select questions  
  2. Time allotted to complete the exam: 105 minutes 
  3. Passing score: 65%  
  4. Registration fee: USD 200, plus applicable taxes as required per local law  
  5. Retake fee: USD 100, plus applicable taxes as required per local law  
  6. Delivery options: Proctored exam delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.  
  7. References: No hard-copy or online materials may be referenced during the exam.  Prerequisite: None required; course attendance highly recommended

EXAM OUTLINE : The Salesforce Certified Administrator exam measures a candidate’s knowledge and skills related to the following objectives. A candidate should have hands-on experience as a Salesforce Administrator and have demonstrated the application of each of the features/functions below.

a) ORGANIZATION SETUP (Weighting 3%)

  • Describe the information found in the company information (e.g., fiscal year, business hours, currency management, default settings). 
  • Distinguish between the various UI features that an administrator controls, including the implications (e.g., UI settings, search settings, list views, home page layouts).

b) USER SETUP (Weighting 6%)

  • Identify the steps to set up and/or maintain a user (e.g., assign licenses, reset passwords, and resolve locked user accounts). 
  • Understand the implications of activating, deactivating, or freezing a user.

c) SECURITY AND ACCESS (Weighting 14%)

  • Explain the various organization security controls (e.g., 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 (e.g., 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.

d) STANDARD AND CUSTOM OBJECTS (Weighting 15%)

  • 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.

e) SALES AND MARKETING APPLICATIONS (Weighting 15%)

  • 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.

f) SERVICE AND SUPPORT APPLICATIONS (Weighting 12%)

  • Describe the capabilities of case management (e.g., case processes, case settings, and case comments). 
  • Given a scenario, identify how to automate case management (e.g., 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 (e.g. Ideas, Answers). 

g) ACTIVITY MANAGEMENT AND COLLABORATION (Weighting 3%)

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

h) DATA MANAGEMENT(Weighting 8%)

  • Describe the considerations when importing, updating, transferring, and mass deleting data (e.g., CSV files, data quality, field mapping, record IDs, external IDs, duplicate records). 
  • Given a scenario, identify tools and use cases for managing data (e.g., dataloader, data import wizard). 
  • Describe the capabilities and implications of data validation tools. 
  • Describe the different ways to back up data (e.g., data export service, exports, dataloader).

i) ANALYTICS – REPORTS AND DASHBOARDS (Weighting 10%)

  • Describe the options available when creating or customizing a report (e.g., 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 (e.g., dashboard components, data sources, chart types, scheduling, and running user). 
  • Describe the capabilities of custom report types.

j) WORKFLOW/PROCESS AUTOMATION (Weighting 12%)

  • Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process. 
  • Describe capabilities and use cases for the approval process

k) DESKTOP AND MOBILE ADMINISTRATION (Weighting 1%)

  • Describe the capabilities of the Salesforce Mobile App. 
  • Describe the installation and synchronization options of Salesforce Lightning for Outlook.

l) APPEXCHANGE (Weighting 1%)

  • Identify use cases for AppExchange applications. 

m) RECOMMENDED TRAINING AND REFERENCES

  • As preparation for this exam, Salesforce recommends a combination of: hands-on experience, training course completion, Trailhead trails, and self-study in the areas listed in the Exam Outline section of this exam guide.

MAINTAINING A CERTIFICATION

One of the benefits of holding a Salesforce credential is always being up to date on new product releases. Salesforce release exams are designed to ensure you have the latest information you need to be a successful Salesforce Certified expert.  Don’t let your hard-earned credential expire! Once you earn the credential, if you do not complete all maintenance requirements by the due date, your credential will expire, or in some cases, become suspended.

Click Here to Maintain Your Salesforce Credentials.

Prashant Uniyal
Prashant Uniyal

Salesforce Consultant

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