Salesforce Certified Platform Administrator Practice Test

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)

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)

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)

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)

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)

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)

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)