Salesforce Platform Administrator

People are the first thing an administrator manages. You create users, match them to licenses, set password and login rules, group them for sharing and routing, and handle people who join, move or leave.

• Creating users and assigning licenses
• Licenses, profiles and permission sets at a glance
• Password policies and login help
• Public groups and queues for routing
• Freezing and deactivating users
• Onboarding checklist for a new team

You build A set of test users across three job types, ready for a pilot team.

Salesforce secures data in layers. You set organization-wide defaults, open access up through roles and sharing rules, and restrict fields by profile and permission set, then test the result as the people it affects.

• Organization-wide defaults
• Role hierarchy and record access
• Sharing rules and manual sharing
• Object and field permissions
• Permission sets for extra access
• Testing access by logging in as a user

You build A security design for a small company, tested with sample users.

Every business tracks different things. You model them with standard and custom objects, choose field types, link records with relationships, and use validation and formulas to keep entries accurate.

• Standard and custom objects
• Field types and when to use each
• Lookup and master-detail relationships
• Formula fields and validation rules
• Picklists and record types
• Changing a field safely once data exists

You build A custom object with fields, relationships and validation for a real tracking need.

A good data model still needs good screens. You shape what each team sees with page layouts and Lightning pages, build apps with the navigation they need, and set up list views and search so records are easy to find.

• Page layouts and compact layouts for each team
• Building a record page in Lightning App Builder
• Components, visibility filters and tabs
• Building a Lightning app and its navigation
• List views and search settings
• Home page and utility items

You build A Lightning app with a tailored record page and list views for one team.

Sales teams live in leads and deals. You configure lead capture and conversion, accounts, contacts and opportunities, products and price books, and campaigns that show which marketing work produces results.

• Lead capture and assignment
• Converting leads
• Accounts, contacts and opportunities
• Sales processes and stages
• Products and price books
• Campaigns and campaign influence

You build A configured sales process from web lead to closed opportunity, with a campaign attached.

Support teams need cases handled quickly and answers easy to find. You set up case intake, routing and escalation, publish knowledge, and equip agents with a console that keeps related records in view.

• Cases and case fields
• Web-to-case and email-to-case
• Queues, assignment and escalation rules
• Knowledge articles and publishing
• The service console
• Quick text, macros and common agent shortcuts

You build A case management setup that routes, escalates and links cases to knowledge.

Work happens in calendars, inboxes and conversations. You configure tasks and events, connect email and calendar, create templates people can trust, and set up collaboration so the team can share updates beside the records.

• Tasks, events and calendars
• Connecting email and calendar
• Email templates and letterheads
• Chatter groups and feeds
• Files and sharing
• Notifications and reminders

You build An activity and collaboration setup for a sales team, with shared templates.

Records arrive from spreadsheets and old systems, and they need care. You choose between import tools, prevent duplicates, fix bad data, and set up exports and recovery so mistakes can be undone.

• Data Import Wizard and Data Loader
• Preparing a file for import
• Matching and duplicate rules
• Mass updates and cleanup
• Exports, the recycle bin and recovery
• Keeping data healthy over time

You build A clean import of a messy sample file, with duplicate rules in place.

People trust Salesforce when it answers their questions. You build reports from the right report type, group and filter the results, and present them on dashboards that decision makers can read at a glance.

• Choosing a report type
• Filters, groupings and summary fields
• Matrix and joined reports
• Charts and dashboard components
• Folders and sharing reports
• Subscribing and scheduling

You build A sales dashboard with reports that answer three questions from a manager.

Manual steps cost time and invite errors. You build flows that update records and guide users, set up approvals that route a decision, and learn how to choose the simplest tool that fits the problem.

• Choosing between flow types
• Record-triggered flows
• Screen flows for guided entry
• Approval processes for routing decisions
• Testing and debugging a flow
• Avoiding automation that surprises users

You build A flow and an approval that replace a manual hand-off.

AI agents act on your data, so setup matters. You judge which use cases suit an agent, give agents the access they need and no more, and maintain the prompts and instructions that shape how they behave in Agent Builder.

• Telling a good AI use case from a poor one
• How agent permissions work
• Data access and trust boundaries
• Prompt templates and their upkeep
• Building and editing in Agent Builder
• Troubleshooting an agent that cannot see data

You build A short, permissioned agent for one service task, with its prompts documented.

Set up an org for a company that sells and supports its customers. You plan users and security, model the data, build screens, automate routine work and report on results, as an administrator would in the first month.

• Gathering requirements from a business owner
• Setting up users, security and data model
• Building apps, automation and reports
• Testing with the people who will use it
• Documenting what you built

You build A fully configured org for a small business, with documentation for its owner.