The Salesforce Plat-Admn-201 exam preparation guide is designed to provide candidates with necessary information about the Platform Administrator exam. It includes exam summary, sample questions, practice test, objectives and ways to interpret the exam objectives to enable candidates to assess the types of questions-answers that may be asked during the Salesforce Certified Platform Administrator exam.
It is recommended for all the candidates to refer the Plat-Admn-201 objectives and sample questions provided in this preparation guide. The Salesforce Platform Administrator certification is mainly targeted to the candidates who want to build their career in Administrator domain and demonstrate their expertise. We suggest you to use practice exam listed in this cert guide to get used to with exam environment and identify the knowledge areas where you need more work prior to taking the actual Salesforce Platform Administrator exam.
Salesforce Plat-Admn-201 Exam Summary:
| Exam Name | Salesforce Platform Administrator |
| Exam Code | Plat-Admn-201 |
| Exam Price |
Registration fee: USD 200 Retake fee: USD 100 |
| Duration | 105 minutes |
| Number of Questions | 65 |
| Passing Score | 68% |
| Recommended Training / Books |
Prepare for your Administrator Certification Exam (CRT101) Essentials for New Lightning Experience Administrators (ADX201) |
| Schedule Exam |
Kryterion Webassessor PEARSON VUE |
| Sample Questions | Salesforce Plat-Admn-201 Sample Questions |
| Recommended Practice | Salesforce Certified Platform Administrator Practice Test |
Salesforce Platform Administrator Syllabus:
| Section | Objectives | Weights |
|---|---|---|
| Configuration and Setup |
- Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings). - Distinguish and understand the administration of declarative configuration of the User Interface (UI) (for example: UI/UX settings, app menu, list views, global actions, Lightning App Builder). - Given a scenario, demonstrate the proper setup and maintenance of users (user name is unique, locales, working hours, how to distribute licenses, types of licenses, not deleting a user, implications of making inactive, override, assigning feature licenses, management of users with various login methods). - Explain the various organization Security Controls (for example: Identity verification, Setup Audit Trail, Login Hours, Session Settings, agent access). - 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). - Given a scenario, determine the appropriate use of a custom profile or permission set (using the various profile settings, permission set group, and muting). |
15% |
| Object Manager and Lightning App Builder |
- Describe the standard object architecture and relationship model (for example: 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, and know the implications of deleting fields (roll-up summaries, cross object formulas, picklist dependencies, relationship fields). - Given a scenario, determine how to create and assign page layouts, visibility on Lightning page layouts, record types, and business processes for custom and standard objects (quick actions and global actions). |
15% |
| Sales and Marketing Applications |
- Given a scenario, identify the capabilities and implications of the sales process (for example: leads, opportunities, path). - Given a scenario, apply the appropriate sales productivity features using opportunity tools (for example: dashboards, lead scoring, Einstein for Sales, opportunity scoring, grading, and home page assistant, forecasting, territory management). - Describe the capabilities of lead automation tools and campaign management (for example: leads, lead convert, lead assignment rules, campaign, and campaign members). |
10% |
| Service and Support Applications |
- Describe the capabilities of case management (for example: case, case assignment rules, and queues). - Given a scenario, identify how to automate case management (for example: support process, case auto-response rules, case escalation, Einstein for Service). |
10% |
| Productivity and Collaboration |
- 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 mobile app, build launchpad). - Identify use cases for AppExchange applications (awareness of managed or unmanaged packages, who is allowed to publish, prompts on AgentExchange, flows). |
10% |
| Data and Analytics Management |
- 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 together, with or without records, renaming the fields, formulas, bucket, join reports, chart settings, hide details, grouping totals, troubleshooting fields at a high level). - Describe the impact of the sharing model on reports (visibility, understand folder structure, sharing fields). - Describe the options available when creating and modifying dashboards (for example: dashboard widgets, data sources, chart types/settings, subscribing, dynamic dashboard, org licensing limits, view dashboard as, schedule refresh, filters). |
17% |
| Automation |
- 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). |
15% |
| Agentforce AI |
- Describe the capabilities and use cases of Agentforce (scenarios about use cases, when it’s appropriate to use AI, security, troubleshooting agent permissions). - Explain how to maintain, update, or install prompts and instructions in Agent Builder (light testing, conversation preview). |
8% |