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Salesforce Admin Certification: A Beginner's Guide to Success & Tips

Updated: Jul 10, 2023

salesforce administrator certification guide and tips
salesforce administrator certification guide and tips

Introduction to the Administrator Certification

The Salesforce Administrator Certification is an essential credential for professionals aiming to excel in Salesforce management. This certification validates your capability to configure, manage, and implement Salesforce applications using the platform's robust features.

As a Salesforce Certified Administrator, you'll demonstrate your proficiency in streamlining administrative operations, boosting productivity, and driving Salesforce's adoption across the organization.

Key Topics

key topics on salesforce administrator certification
key topics on salesforce administrator certification

To successfully achieve your Salesforce Admin Certification, there are several key topics you must fully understand. Here, we've broken down the main areas of focus:

Sure, here is the information simplified into bullet points:

Configuration and Setup: 20%

  • Outline company configurations including company settings, fiscal year, working hours, monetary management, and default settings.

  • Understand and manage User Interface setup, such as UI settings, app menu, list views, global actions, and the Lightning App Builder.

  • Handle proper configuration and maintenance of users, as per a given scenario.

  • Understand various Security Controls such as Configure Audit Trail, Login Hours, and Session Settings.

  • Implement relevant security controls like public groups, organization-wide default, sharing: roles, subordinates, hierarchy, and report and dashboard folders, based on user request scenarios.

  • Use varied profile settings and permissions to apply a custom profile or permission set, according to a given scenario.

Object Manager and Lightning App Builder: 20%

  • Outline the structure and relationship model for standard objects, such as standard object, master-detail/lookup/junction, parent/child relationships, and record types.

  • Learn how to create, delete, and manage custom fields/page layouts on standard/custom objects and understand the consequences of deleting fields.

  • Decide how to design and assign page layouts, record types, and business processes for custom and standard objects, based on a given scenario.

Sales and Marketing Applications: 12%

  • Determine capabilities and impacts of the sales process, including sales process, opportunity, journey, and predicted impact.

  • Implement relevant sales effectiveness elements like dashboards, lead scoring, Einstein opportunity scoring, the home page assistant, based on a given scenario.

  • Understand the capabilities of lead automation and campaign management, such as leads, lead conversion, lead assignment rules, campaigns, and campaign members.

Service and Support Applications: 11%

  • Understand the capabilities of case management like case, case assignment rules, queues.

  • Determine methods for automating case management like support procedure, case auto-response rules, case escalation, based on a given scenario.

Productivity and Collaboration: 7%

  • Understand the functionalities of activity management, Chatter’s features, Salesforce Mobile App functionalities.

  • Identify use cases for the AppExchange application.

Data and Analytics Management: 14%

  • Understand considerations for data import, update, transfer, export, and backup.

  • Understand the features and implications of data validation tools.

  • Know the various options for creating or customizing a report or report type.

  • Understand the impact of the sharing model on reports.

  • Know the options available for dashboard creation and modification.

Workflow/Process Automation: 16%

  • Determine the correct automation solution based on the tool’s capabilities, as per a given scenario.

  • Understand the capabilities and use cases for Flow and Approval process.

Study Strategy for Salesforce Admin Certification

To master these key topics, you must have a solid study strategy in place. Salesforce's Trailhead platform is a great place to start. It provides interactive, guided, and self-paced modules to help you comprehend Salesforce's complexities.

When it comes to practical experience and expert guidance, Sfdify's 2-month Salesforce Bootcamp for Admin Certification Program is an exceptional resource. This program provides structured and comprehensive training under the mentorship of experienced professionals in the Salesforce ecosystem.

Zeynep, a successful graduate from Sfdify, speaks highly of the program. "Sfdify's structure appealed to me as they genuinely cater to each student’s unique learning pace. The real-world projects made theoretical concepts practical and relevant, boosting my understanding of how I could utilize my knowledge in professional settings."

Walter, a Salesforce expert from Perficient, also commends Sfdify's program. "Sfdify has been instrumental in shaping up Salesforce professionals. The blend of theoretical knowledge and hands-on training they offer is truly beneficial for individuals aspiring to earn the Salesforce Admin Certification."

Exam Strategy

Once you've covered the study material, you need to formulate an exam strategy. The Salesforce Admin Certification exam consists of 60 multiple-choice questions to be completed within 105 minutes. A score of 65% is required to pass.

Here's a brief exam strategy:

  • Review the study guide: Salesforce offers a study guide outlining all the exam objectives. Make sure to review it thoroughly.

  • Practice exams: Take as many practice exams as you can. They'll help you get a feel for the type of questions asked in the actual exam.


  • Break down your study sessions: Don't try to absorb all the information at once. Divide your study time across the key topics.

  • Utilize Salesforce resources: Make good use of Salesforce's vast learning resources like Trailhead, the Salesforce Developer Forums, and the Salesforce Stack Exchange.

  • Join study groups: Connect with other aspiring Salesforce Admins for collaborative learning.

  • Practice in a real environment: Nothing beats hands-on experience. Sfdify Salesforce bootcamp provides the practical experience you need to master Salesforce concepts.

Final Thoughts

Embarking on your Salesforce Admin Certification journey may seem daunting, but remember, with the right preparation, resources, and guidance, it is entirely achievable. The certification will not only validate your skills but will also open a myriad of opportunities in the Salesforce ecosystem.

Remember, the journey to certification is not just about passing the exam; it's about truly understanding and mastering Salesforce. By following this guide you're taking a significant step towards your Salesforce Admin Certification and, ultimately, a thriving career in the Salesforce world.


PS: If you are preparing for the exam or getting started share your progress below in the comments.



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