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Salesforce Certified Platform Administrator Syllabus

Configuration and Setup

Covers initial org configuration, company settings, UI customisation, and standard/custom field management. Weight cut from 20% to 15% in the December 2025 refresh as the exam shifted toward data and AI topics.

15%
Weight
9
Questions
150
Marks

Company and Org Configuration

  • Company settings: fiscal year, default locale, currency, and business hours
  • User interface settings: enhanced list views, inline editing, and quick actions
  • Sandbox types: Developer, Developer Pro, Partial Copy, Full — differences and use cases
  • AppExchange: installing and managing managed packages
  • Release and change management: sandboxes, change sets, and deployment

Fields and Objects

  • Standard vs custom objects and the limits on each
  • Standard field types vs custom field types: Text, Number, Formula, Roll-Up Summary, Lookup, Master-Detail
  • Formula fields: syntax, cross-object formulas, and common functions
  • Roll-Up Summary fields: SUM, COUNT, MIN, MAX and Master-Detail requirement
  • Field history tracking and field-level help
  • Record types: purpose, page layout assignment, and picklist value subsets

Object Manager and Lightning App Builder

Covers page layouts, Lightning app builder, apps, and tab management. Weight cut from 20% to 15% in the December 2025 refresh.

15%
Weight
9
Questions
150
Marks

Page Layouts and Record Pages

  • Page layout editor: sections, fields, buttons, related lists
  • Lightning record pages: components, dynamic forms, and visibility rules
  • Assigning page layouts to profiles and record types
  • Dynamic forms: field visibility based on field values or profiles
  • Related lists and related list settings

Lightning Apps and Navigation

  • Lightning App Builder: creating and customising apps
  • App types: standard, console, and custom apps
  • Navigation items: tabs, object pages, and Visualforce tabs
  • Utility bar and app settings for different user profiles

Sales and Marketing Applications

Covers core CRM objects: Leads, Opportunities, Campaigns, and the lead conversion process. Weight reduced slightly (12%→10%) in the December 2025 refresh.

10%
Weight
6
Questions
100
Marks

Leads and Opportunities

  • Lead conversion: what happens to Activities, Notes, and related records
  • Lead assignment rules: criteria-based routing
  • Opportunity stages, probability, and forecast categories
  • Opportunity teams and opportunity splits
  • Account and Contact hierarchies: Account hierarchy and Person Accounts

Campaigns and Activities

  • Campaign hierarchy and campaign member status
  • Activity management: Tasks, Events, and Email integration
  • Chatter: collaboration, feeds, and group types
  • Product and price books: standard price book, custom price books

Service and Support Applications

Covers Service Cloud: Cases, Queues, Escalation Rules, and Entitlements.

12%
Weight
7
Questions
120
Marks

Cases and Case Management

  • Case assignment rules: routing cases to queues or users
  • Escalation rules: time-based escalation and re-assignment
  • Case queues vs case assignment — when each is used
  • Web-to-Case and Email-to-Case setup
  • Entitlements and service contracts: SLA enforcement

Knowledge and Service Console

  • Salesforce Knowledge: articles, data categories, and approval processes
  • Service Console: multi-tab interface for agents
  • Macros: automating repetitive service actions
  • Omni-Channel: routing work items to available agents

Productivity and Collaboration

Covers Chatter, activity management, and app integrations for productivity.

8%
Weight
5
Questions
80
Marks

Collaboration Features

  • Chatter groups: public, private, and unlisted
  • File storage: Salesforce Files vs attachments
  • Email integration: Outlook and Gmail integrations
  • Mobile app and Salesforce Mobile configuration

Data and Analytics Management

The largest domain on the exam as of the December 2025 refresh (up from 14%) — reflects Salesforce's view that AI readiness starts with clean, well-governed data. Covers reports, dashboards, data import/export, and data quality management.

17%
Weight
10
Questions
170
Marks

Reports

  • Report types: tabular, summary, matrix, joined
  • Report builder: groupings, filters, bucket fields, and cross-filters
  • Conditional highlighting and summary formulas in reports
  • Scheduling reports and subscribing to report notifications
  • Report folders and sharing permissions

Dashboards

  • Dashboard components: chart, gauge, metric, table, Visualforce
  • Dynamic dashboards: each user sees their own data
  • Dashboard running user: who the data is filtered for
  • Dashboard folders and sharing settings
  • Subscribing to dashboard refresh notifications

Import and Export

  • Data Import Wizard: supported objects, limits, and duplicate handling
  • Data Loader: insert, update, upsert, delete, export
  • Mass transfer and mass delete tools
  • Duplicate management: matching rules and duplicate rules

Workflow/Process Automation

Covers Flow Builder, approval processes, and declarative automation tools.

15%
Weight
9
Questions
150
Marks

Flow Builder

  • Flow types: Screen Flow, Record-Triggered Flow, Schedule-Triggered Flow, Autolaunched Flow
  • Flow elements: Assignment, Decision, Loop, Get Records, Create Records, Update Records, Delete Records
  • Subflows and reusable components
  • Flow debugging and testing before activation
  • Migrating from Workflow Rules and Process Builder to Flow

Approval Processes

  • Approval process components: entry criteria, approver selection, actions
  • Initial submission actions, approval actions, rejection actions, final actions
  • Multi-step approval processes and delegated approvers
  • Approval emails and the Approval History related list

Agentforce AI

Brand-new domain added in the December 2025 refresh — Salesforce's first dedicated AI section on the Admin exam. Covers Agentforce use cases, security/permissions, and Agent Builder basics.

8%
Weight
5
Questions
80
Marks

Agentforce Use Cases and Security

  • When it's appropriate to use Agentforce AI vs traditional automation
  • Agentforce security considerations and troubleshooting agent permissions
  • How Agentforce differs from Einstein and Prompt Builder

Agent Builder Basics

  • Maintaining, updating, and installing prompts and instructions in Agent Builder
  • Topics, actions, and light testing/conversation preview
  • Deploying and monitoring agents at a basic administrator level

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I need help understanding Configuration and Setup

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  • Spaced repetition system
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Timed Exams

Simulate real exam conditions with timed practice tests

  • Exam-like environment
  • Time management skills

Practice Tests

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  • Latest exam patterns
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Mind Maps

Visual learning tools to connect and remember concepts

  • Interactive diagrams
  • Topic relationships

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  • Topic-wise performance analysis
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Learning Progress

Configuration and Setup 85%
Object Manager and Lightning App Builder 92%

Practice Test Scores

95%
Latest Score
Above passing threshold

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