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Study Checklist
Platform Administrator
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Study Progress
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Configuration & Setup
15%
0/124
Describe the information found in the company settings (for example: fiscal year, business hours, currency management, default settings).
0/19
Distinguish and understand the administration of declarative configuration of the user interface (for example: UI/UX settings, app menu, list views, global actions, Lightning App Builder).
0/17
Given a scenario, demonstrate the proper setup and maintenance of users (for example: usernames are unique, locales, working hours, license distribution, license types, not deleting a user, implications of making inactive, assigning feature licenses, management of users with various login methods).
0/16
Explain the various organization security controls (for example: identity verification, Setup Audit Trail, Login Hours, Session Settings, agent access).
0/21
Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example: teams, sharing hierarchy, public groups, org-wide defaults, sharing roles, subordinates, role hierarchy, report and dashboard folders).
0/28
Given a scenario, determine the appropriate use of a custom profile or permission set (for example: profile settings, permission set groups, and muting).
0/23
Object Manager & Lightning App Builder
15%
0/77
Describe the standard object architecture and relationship model (for example: accounts, contacts, opportunities, lookup vs. master-detail, many-to-many via junction objects).
0/13
Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields (for example: roll-up summaries stop calculating, cross-object formulas break, picklist dependencies affected).
0/36
Given a scenario, determine how to create and assign page layouts, record types, and business processes for standard and custom objects.
0/12
Describe the use of Schema Builder to visualize and modify objects, fields, and relationships.
0/2
Describe the capabilities of Lightning App Builder, including dynamic page visibility, component customization, and layouts for mobile and desktop.
0/8
Describe quick actions and global actions and when to use them.
0/6
Automation
15%
0/48
Given a scenario, identify the appropriate automation solution based on the capabilities of Flow Builder (for example: screen flows, record-triggered flows, autolaunched flows, scheduled flows).
0/27
Describe the capabilities and use cases for approval processes (for example: entry criteria, approvers, approval/rejection actions, recall actions).
0/11
Describe the order of execution and how automations interact with validation rules, triggers, and other processes.
0/10
Data & Analytics Management
17%
0/61
Describe the considerations when importing, updating, transferring, and mass deleting data (for example: Data Import Wizard, Data Loader, CSV files, field mapping, record IDs, external IDs, duplicate records).
0/15
Describe the capabilities and implications of data validation tools (for example: validation rules, duplicate rules, matching rules).
0/11
Describe the different ways to back up data (for example: data export service, Data Loader).
0/4
Describe the options available when creating or customizing a report (for example: report type, report format, fields, summarizing data, filtering data, charts, scheduling, conditional formatting, bucket fields, report formulas).
0/12
Describe the impact of the sharing model on reports.
0/4
Describe the options available when creating and modifying dashboards (for example: dashboard components, data sources, chart types, scheduling, running user, dynamic dashboards).
0/10
Describe the capabilities of custom report types.
0/5
Agentforce AI
8%
0/25
Explain the capabilities and use cases of Agentforce AI, with a focus on security and troubleshooting agent permissions.
0/8
Describe how to maintain, install, and update prompts and instructions in Agent Builder.
0/6
Describe how to use Conversation Preview to test agent behavior, verify tool calls, and check data access.
0/4
Explain the Einstein Trust Layer and responsible AI principles.
0/7
Productivity & Collaboration
10%
0/31
Describe the capabilities of activity management (for example: tasks, events, public calendars, multi-day events, recurring activities, activity timeline vs. activity related list).
0/8
Describe the features of Chatter (for example: feeds, groups, following, notifications, files, group visibility and broadcast groups).
0/9
Describe the capabilities and setup of the Salesforce Mobile App (for example: navigation, features, Lightning pages for mobile).
0/6
Identify use cases for AppExchange and AgentExchange (for example: managed packages, unmanaged packages, solution types, prompts).
0/8
Service & Support Applications
10%
0/37
Describe the capabilities of case management (for example: case processes, case settings, case comments, case teams, support processes).
0/7
Given a scenario, identify how to automate case management (for example: case assignment rules, auto-response rules, escalation rules, web-to-case, email-to-case).
0/13
Describe the capabilities of Salesforce Knowledge (for example: article types, data categories, knowledge management).
0/9
Describe the capabilities and features of the Service Console.
0/8
Sales & Marketing Applications
10%
0/40
Given a scenario, identify the capabilities and implications of the sales process (for example: opportunities, products, price books, quotes, orders, forecasting).
0/14
Describe the capabilities of lead management tools (for example: lead conversion, lead assignment rules, auto-response rules, web-to-lead).
0/10
Describe the capabilities of campaign management (for example: campaign members, campaign hierarchy, campaign influence).
0/7
Describe the sales productivity features (for example: Path, Kanban, contact roles, opportunity teams, Einstein Lead Scoring, Einstein Opportunity Scoring).
0/9