Configuration and Setup
15%of exam
Object Manager + Lightning App
15%of exam
Sales + Marketing Apps
10%of exam
Service + Support Apps
10%of exam
Productivity + Collaboration
10%of exam
Data + Analytics Management
17%of exam
Automation
15%of exam
Agentforce
8%of exam
Quick Facts
- Exam
- Platform Administrator
- Questions
- 60 + 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
OWD opens upward by exceptions
OWDRolesSharingTeams
Profile vs Permission Set
Profile
- Baseline access
- One per user
- Login controls
Permission Set
- Extra access
- Many per user
- Least privilege
Baseline vs add-on
Access Picker
- 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
- 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
Role
- Record visibility
- Hierarchy sharing
- Optional users
Profile
- Object permissions
- Login settings
- Required users
Rows vs actions
User Access
- 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
OWD
- Default baseline
- Restrictive start
- Object-wide
Sharing Rules
- Open exceptions
- Group access
- Automatic grant
Default vs exception
Security Model
- 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
Type, layout, page, fields
Record TypeLayoutLightning PageFLS
Layout vs Lightning Page
Page Layout
- Fields/buttons
- Related lists
- Profile assignment
Lightning Page
- Components
- Regions
- Activation rules
Fields vs components
Object Model
- 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
Lookup
- Loose link
- Independent owner
- Optional parent
Master-Detail
- Cascade delete
- Roll-up summaries
- Parent security
Loose vs controlled
UI Builder
- 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
- 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
- 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
- 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
Clean, load, match, verify
CleanImportDuplicateReport
Wizard vs Data Loader
Import Wizard
- Browser tool
- Simpler objects
- Guided import
Data Loader
- Client tool
- Bulk operations
- More objects
Simple vs bulk
Data Tool Picker
- 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
- 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
Report Type
- Object relationships
- Available fields
- Template scope
Report
- Filters/groups
- Visible results
- User-owned asset
Model vs output
Report Picker
- 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
- 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
Running User
- Data visibility
- Dashboard context
- Fixed or dynamic
Viewer
- Folder access
- Opens dashboard
- May lack records
Rows vs access
Flow Rule
Trigger, filter, act, test
TriggerEntryOutcomeDebug
Flow vs Approval Process
Flow
- Logic automation
- Screens/actions
- Complex branching
Approval
- Human signoff
- Step routing
- Approve/reject
Automate vs decide
Automation Picker
- 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
- 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
Ground, guard, preview, monitor
GroundingPermissionsPreviewAnalytics
Topic vs Action
Topic
- Skill area
- Intent scope
- Instructions
Action
- Executable task
- Permission-bound
- Record impact
Area vs task
Agentforce Picker
- 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
- 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
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