Salesforce Administrator Certification Guide And Tips

The Salesforce Administrator certification serves as the fundamental qualification for any administrator in the Salesforce platform, establishing a benchmark standard of competence. Mastery of this certification exam not only demonstrates adept knowledge of Salesforce features but also signifies proficiency in implementing best practices for configuration. Access our Salesforce Administrator Certification Guide And Tips for expert insights and strategies.

It includes the key elements of the Salesforce CRM platform, encompassing both the Sales and Service Cloud offerings, alongside the versatile platform that allows users to add more features to standard Salesforce functions.

The eligibility criteria for the exam is as follows:

• Entry level certification
• Requires 6-12 months of prior experience
• There are no specific prerequisites regarding this specific certification
• $200 fee
  
  

IDEAL CANDIDATE

The most efficient way to demonstrate your expertise with the core Salesforce platform is to take the Certified Administration Test. Upon completion of this certification , it will assure potential employers of your ability to oversee, sustain, and enhance the Salesforce platform through customized features on the platform.


Additionally, it’s ideal for “accidental admins” or anyone currently employed as a Salesforce administrator (without certification). Achieving certification can significantly enhance skills and expertise.

Mastering the fundamentals is essential before tackling more advanced certifications, as the admin test often serves as a prerequisite for other Salesforce exams. The admin exam sheds light on unfamiliar features and best practices, helping admins identify potential mistakes. Explore insights from the Salesforce Administrator Certification Guide And Tips to solidify your understanding.

EXAM TOPICS

The Salesforce Admin certification will cover the following topics:

• Configuration and Setup
• Object Manager and Lightning App Builder
• Sales and Marketing Applications
• Service and Support Applications
• Productivity and Collaboration
• Data and Analytics Management
• Workflow/Process Automation
  
  

CONFIGURATION AND SETUP

Ensuring the security of a Salesforce organization is crucial in order to prevent unwanted access from both internal and external sources. This entails knowing network configurations, IP limitations, and password management procedures for external security. Understanding how user profiles, roles, and sharing settings works to prevent specific people from accessing data or carrying out tasks is important for internal security.

OBJECT MANAGER AND LIGHTNING APP BUILDER

Salesforce is a cloud-centric database solution, consisting of tables (objects), fields, and linkages between tables, operating similarly to any other cloud-based database. Knowing how these work together and how they differ between custom objects and conventional out-of-the-box objects like Accounts and Contacts is essential.

DATA AND ANALYTICS MANAGEMENT

The effectiveness of Salesforce depends on the quality of the data you input. You will need to make sure that appropriate data validation is done in addition to knowing how to import, update, remove, and extract data. Subsequently, leveraging Reports and Dashboards within Salesforce enables businesses to track performance and address critical inquiries, pinpointing challenges, and fostering business expansion.

WORKFLOW / PROCESS AUTOMATION

Salesforce offers the automation of repetitive tasks thereby minimizing manual efforts. This enhances user productivity and greatly facilitates platform adoption. There are various automation tools available in Salesforce. As a Salesforce Administrator, you will choose the most appropriate tool based on your company’s needs and the functionalities offered by each tool.

STUDY STRATEGY

If you’re just starting out in the Salesforce world, the Salesforce Administrator certification can seem intimidating. However, it becomes much more practical when divided into sections.


The official Salesforce Trailhead test guide is the place to start. This provides you with an excellent overview of every idea you should know before taking the test. You can use this as a revision plan by checking off the sections as you comprehend each idea completely.


Use Salesforce’s online learning tool, Trailhead, to revise. Examine the necessary Trailhead modules to test yourself by completing the tasks and receiving immediate feedback, as well as to learn about features.

You should make sure that you test these features in a Trailhead field, understand their limitations, attempt to break them, and have understanding in addition to gaining knowledge about the principles in theory.

We advise you to finish both the Trailhead Admin Beginner and Admin Intermediate trails if you want some practical experience. Next, finish the Trailhead versions of the Admin Certification Trail and Trailmix. Salesforce specifically created them to assist you through the exam’s most crucial subjects.

Ensure you grasp the exam structure. Salesforce exams feature multiple-choice questions with various answer options, including correct, incorrect, and potentially accurate but not recommended. This structure truly tests your skills. Utilize our expertly crafted mock exams from the Salesforce Administrator Certification Guide And Tips to familiarize yourself with this format, accurately simulating the real exam experience.

EXAM STRATEGY

Here are some ideas we’ve compiled throughout the years to offer you the best chance of passing effortlessly.


Initially, print off an answer sheet and attempt to memorize any ideas you are having trouble understanding before taking the test so they are vivid in your mind. 

Read the question through several times and pay close attention to it when taking the test. There will be apparent clues in the answer to the scenario-based questions as to what the right response is. Use the provided pen and paper to sketch out a data structure, role hierarchy, or any other design that will help you visualize the answer, if necessary, if you are taking the exam in a testing facility.

Make sure to apply the technique of deletion when choosing an answer to eliminate any that are unquestionably wrong. Salesforce frequently includes responses that are factually inaccurate or comprised solely of features. 

They also include unexpected features that seem correct but aren’t recommended practices. By concentrating on basic Salesforce features that complete a task, you can frequently work around these. For instance, you could use procedure Builder to create a customized approval procedure, but why would you when there is a best practice standard functionality available?


Additionally, you have the excellent tool known as “Mark for review” at your disposal. You can tick or uncheck the box next to each question. This is excellent if you are having trouble coming up with an answer at the moment or if you are unsure of it. 

After completing the exam, you’ll have the opportunity to review the questions. Depending on the number marked for review, this can provide a good indication of your likelihood of passing the test. Regardless of the questions flagged for review, it’s advisable to review every question if time allows. Personally, I always go through each question in every exam, as I often catch mistakes in my answers and make necessary changes.

Resources

➡️ 240+ Salesforce Administrator Practice Exam Questions
➡️ Trailhead Exam Guide
🎁 Free 60 Practice Exam Questions

Tips

• Utilize our mock exams to simulate the real testing environment and identify any areas where you may need to enhance your understanding.
• Review the Trailhead Exam Guide thoroughly and utilize it as your primary revision checklist.
• Make sure to study the features and concepts and extensively experiment with them in either a Developer org or a Trailhead Playground.
• Once you feel proficient in certain modules, schedule your exam to set a target date for yourself. This will provide you with the drive to revise effectively and successfully pass the exam.
  
  

Further

➡️ Salesforce Advanced Admin Certification
➡️ Salesforce Platform Developer 1 Certification
➡️ Salesforce JavaScript Developer Certification
➡️ Salesforce Platform App Builder Certification
➡️ Salesforce Consultant Certification