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Salesforce Admin Cheat Sheet

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Configuration and Setup

  • 15% of exam
  • Setup Basics User Access Security Model Access Picker

Object Manager + Lightning App

  • 15% of exam
  • Object Model UI Builder Object UI Picker Layout vs Page

Sales + Marketing Apps

  • 10% of exam
  • Sales Apps Leads Opportunities Campaigns

Service + Support Apps

  • 10% of exam
  • Service Apps Cases Knowledge Omni-Channel

Productivity + Collaboration

  • 10% of exam
  • Productivity Activities Chatter AppExchange

Data + Analytics Management

  • 17% of exam
  • Data Tools Analytics Data Tool Picker Report Picker

Automation

  • 15% of exam
  • Automation Flow Approval Process Automation Picker

Agentforce

  • 8% of exam
  • Agentforce Agentforce Picker Trust Layer Conversation Preview

Quick Facts

  • Exam Platform Administrator
  • Questions 60 + up to 5 unscored
  • Time 105 minutes
  • Pass English 68%; Japanese 65%
  • Version Summer '25
  • Fee US$200
  • Retake US$100
  • References None allowed
  • Experience 6+ months recommended

Access Stack CO

  • OWD opens upward by exceptions
  • OWD Roles Sharing Teams

Profile vs Permission Set CO

Profile

  • Baseline access
  • One per user
  • Login controls

Permission Set

  • Extra access
  • Many per user
  • Least privilege
  • Baseline vs add-on

Access Picker CO

  • Cannot log in → User record ( Lock/license )
  • Object denied → CRUD ( Profile/permset )
  • Field hidden → FLS ( Security first )
  • Record missing → Sharing ( OWD upward )
  • App missing → App assignment ( Profile access )
  • Report missing → Folder sharing ( Asset access )

Setup Basics CO

  • Company Info Org identity
  • Fiscal Year Reporting calendar
  • Business Hours Support calendar
  • Currencies Revenue denominations
  • Locale Regional formats
  • Login Hours Profile time gate
  • Session Settings Timeout controls
  • Setup Audit Admin change log

Role vs Profile CO

Role

  • Record visibility
  • Hierarchy sharing
  • Optional users

Profile

  • Object permissions
  • Login settings
  • Required users
  • Rows vs actions

User Access CO

  • User Named login
  • License Feature entitlement
  • Profile Baseline permissions
  • Permission Set Extra permissions
  • Permission Group Bundled permissions
  • Role Record hierarchy
  • Queue Shared ownership
  • Public Group Sharing target

OWD vs Sharing Rules CO

OWD

  • Default baseline
  • Restrictive start
  • Object-wide

Sharing Rules

  • Open exceptions
  • Group access
  • Automatic grant
  • Default vs exception

Security Model CO

  • OWD Default record access
  • Role Hierarchy Upward record access
  • Sharing Rules Automatic exceptions
  • Manual Sharing Record exception
  • Teams Account opportunity access
  • FLS Field visibility
  • CRUD Object actions
  • MFA Login factor

Record UI OB

  • Type, layout, page, fields
  • Record Type Layout Lightning Page FLS

Layout vs Lightning Page OB

Page Layout

  • Fields/buttons
  • Related lists
  • Profile assignment

Lightning Page

  • Components
  • Regions
  • Activation rules
  • Fields vs components

Object Model OB

  • Standard Object Built-in data
  • Custom Object Org-specific data
  • Master-Detail Tight parent control
  • Lookup Loose relationship
  • Junction Many-to-many bridge
  • Schema Builder Visual model
  • Record Type Process variation
  • Picklist Controlled values

Lookup vs Master-Detail OB

Lookup

  • Loose link
  • Independent owner
  • Parent optional by default

Master-Detail

  • Cascade delete
  • Roll-up summaries
  • Parent security
  • Loose vs controlled

UI Builder OB

  • Page Layout Record detail fields
  • Lightning Page Component arrangement
  • Dynamic Forms Conditional field sections
  • Compact Layout Highlights panel
  • Global Action Anywhere quick action
  • App Page Single app surface
  • Record Page Object record surface
  • Validation Rule Save-time guard

Sales Apps SA

  • Lead Unqualified prospect
  • Conversion Lead to account
  • Account Company or household
  • Contact Person at account
  • Opportunity Potential revenue
  • Product Sellable item
  • Price Book Product prices
  • Campaign Marketing initiative
  • Forecast Projected revenue

Service Apps SE

  • Case Customer issue
  • Queue Shared work pool
  • Assignment Rule Route new cases
  • Auto-Response Send acknowledgment
  • Escalation Rule Raise overdue cases
  • Web-to-Case Website intake
  • Email-to-Case Email intake
  • Knowledge Reusable articles
  • Omni-Channel Capacity routing

Productivity PR

  • Activities Tasks and events
  • Task To-do item
  • Event Calendar item
  • Chatter Record collaboration
  • Mobile App Phone access
  • AppExchange Package marketplace
  • List View Filtered records
  • Email Template Reusable message

Data Path DA

  • Clean, load, match, verify
  • Clean Import Duplicate Report

Wizard vs Data Loader DA

Import Wizard

  • Browser tool
  • Simpler objects
  • Guided import

Data Loader

  • Client tool
  • Bulk operations
  • More objects
  • Simple vs bulk

Data Tool Picker DA

  • Simple web import → Import Wizard ( Limited objects )
  • Bulk complex load → Data Loader ( Client tool )
  • Insert and update → Upsert ( External ID )
  • Match parents → External ID ( Lookup key )
  • Org backup → Data Export ( CSV files )
  • Prevent duplicates → Duplicate Rules ( Match rules )

Data Tools DA

  • Import Wizard Simple web import
  • Data Loader Bulk client tool
  • Upsert Insert or update
  • External ID Outside matching key
  • Data Export Org backup files
  • Duplicate Rule Duplicate action
  • Matching Rule Duplicate criteria
  • Recycle Bin Deleted records

Report Type vs Report DA

Report Type

  • Object relationships
  • Available fields
  • Template scope

Report

  • Filters/groups
  • Visible results
  • User-owned asset
  • Model vs output

Report Picker DA

  • Need plain rows → Tabular ( No groups )
  • Need subtotals → Summary ( Row groups )
  • Need two axes → Matrix ( Rows/columns )
  • Need multiple blocks → Joined ( Report types )
  • Missing records → Filters ( Scope/sharing )
  • Visual KPIs → Dashboard ( Source reports )

Analytics DA

  • Report Type Reportable object path
  • Tabular Flat row list
  • Summary Grouped rows
  • Matrix Rows and columns
  • Joined Multiple report blocks
  • Dashboard Visual report summary
  • Running User Dashboard data context
  • Folder Sharing Report access
  • Dashboard Filter Viewer slice
  • Bucket Field Report-only grouping

Running User vs Viewer DA

Running User

  • Data visibility
  • Dashboard context
  • Fixed or dynamic

Viewer

  • Folder access
  • Opens dashboard
  • May lack records
  • Rows vs access

Flow Rule AU

  • Trigger, filter, act, test
  • Trigger Entry Outcome Debug

Flow vs Approval Process AU

Flow

  • Logic automation
  • Screens/actions
  • Complex branching

Approval

  • Human signoff
  • Step routing
  • Approve/reject
  • Automate vs decide

Automation Picker AU

  • Guided user input → Screen Flow
  • Record changed → Record Flow
  • Manager signoff → Approval Process
  • Block bad save → Validation Rule
  • Route new case → Assignment Rule
  • Delay after event → Scheduled Path

Automation AU

  • Flow Declarative automation
  • Record-Triggered Record change logic
  • Screen Flow Guided user steps
  • Scheduled Path Delayed action
  • Approval Process Human signoff
  • Validation Rule Block invalid saves
  • Assignment Rule Route ownership
  • Debug Logs Execution trace
  • Flow Interviews Run instances

Agent Rule AG

  • Ground, guard, preview, monitor
  • Grounding Permissions Preview Analytics

Topic vs Action AG

Topic

  • Skill area
  • Intent scope
  • Instructions

Action

  • Executable task
  • Permission-bound
  • Record impact
  • Area vs task

Agentforce Picker AG

  • Need FAQ help → Agent ( Defined scope )
  • Need trusted answers → Grounding ( Data source )
  • Sensitive data risk → Permissions ( Least access )
  • Before launch → Preview ( Test chats )
  • Need user action → Actions ( Guardrails )
  • Behavior issue → Monitoring ( Review logs )

Agentforce AG

  • Agent AI work assistant
  • Topic Agent skill area
  • Action Permitted agent task
  • Instructions Behavior guidance
  • Grounding Trusted data context
  • Data Library Agent reference source
  • Conversation Preview Test agent behavior
  • Trust Layer AI security controls
  • Monitoring Operational review

Common Traps

Object Access

  • CRUD permission ≠ Tab visibility

Record Visibility

  • OWD sharing ≠ Report folder

Field Missing

  • FLS hidden ≠ Layout absent

Dashboard Data

  • Running user rows ≠ Viewer folder access

Import Choice

  • Wizard simple loads ≠ Loader complex bulk

Validation Rules

  • Block new saves ≠ Do not cleanse old

Agentforce Trust

  • Grounded outputs ≠ Not unrestricted access

Profile Changes

  • Broad baseline ≠ Prefer permission sets

Last Minute

  • 1. Confirm eight domain weights
  • 2. English pass score 68%
  • 3. Use least privilege first
  • 4. Separate login from authorization
  • 5. OWD private then exceptions
  • 6. FLS beats page layout
  • 7. Record type drives process
  • 8. External ID supports upsert
  • 9. Report rows follow sharing
  • 10. Dashboard needs source access
  • 11. Test Flow before activation
  • 12. Preview Agentforce before deployment