Salesforce Platform Administrator: configure and operate

Objectives and progression

Independent preparation mapped to the eight domains of the official Platform Administrator guide, which identifies Summer 25 when inspected in October 2026. Eight lessons and 58 original decisions connect effective permissions, relationships and retention, lead conversion, campaign metrics, case routing and escalation, mixed-audience collaboration, import and reconciliation, reporting, Flow, approvals, and Agentforce. Fictional banking and operations cases help justify decisions, analyze consequences, and recognize acceptable alternatives. The internal assessment reuses 32 decisions in 60 minutes, including one multiple-response case. The course does not reproduce the official exam, configure a Salesforce org, or guarantee passing or a credential.

Audience: Salesforce administrators, application support teams, data owners, and technical managers coordinating platform changes.

Prerequisites: Basic CRM, data, and access-control knowledge is useful. The guide requires no prior certification and recommends about six months of administration experience. Related courses below are learning suggestions rather than official requirements.

380 estimated study minutes

• Diagnose permissions, sharing, and login restrictions without unnecessarily broadening access.
• Connect lifecycle, aggregates, record types, and presentation to process needs.
• Preserve identities during conversion and distinguish participation, response, and deal evidence.
• Separate intake, assignment, customer acknowledgment, and deadline-based escalation.
• Choose audiences and work records appropriate to the usage context.
• Validate imports, duplication, copies, and metric access context.
• Choose automation timing and represent decisions and states correctly.
• Evaluate agents with representative data, permissions, and effects before release.

Modules

1. Effective access and user lifecycle
2. Data model and Lightning experience
3. Leads, campaigns, and commercial follow-up
4. Cases, queues, and operational escalation
5. Collaboration, activities, and mobile experience
6. Data, reporting, and recovery
7. Flow, validation, and approvals
8. Agentforce: actions, access, and validation

Continue learning

Service / Enterprise platforms

• ServiceNow Certified System Administrator
• Change Management
• SQL
• Technical Project Manager
• REST APIs

References and version

Platform Administrator guide Summer 25

• Salesforce Certified Platform Administrator Exam Guide · 2026-10-01
• Control Access to Objects · 2026-10-01
• Control Access to the Org · 2026-10-01
• Control Access to Fields · 2026-10-01
• Control Access to Records · 2026-10-01
• Mute Permissions in Permission Set Groups · 2026-10-01
• Create and Convert Leads · 2026-10-01
• Manage Cases · 2026-10-01
• Object Relationships · 2026-10-01
• Import Data · 2026-10-01
• Manage Campaign Members · 2026-10-01
• Customize Compact Layouts · 2026-10-01
• Validation Rules · 2026-10-01
• Improve Data Quality with Duplicate Management · 2026-10-01
• Roll-Up Summary Fields · 2026-10-01
• Export Data · 2026-10-01
• Chatter Groups · 2026-10-01
• Reports and Dashboards Overview · 2026-10-01
• Customize How Records Get Approved · 2026-10-01
• Add Quick Actions and Activate the App · 2026-10-01
• Help Your Reps Use Activities · 2026-10-01
• Get to Know Agentforce Functionality · 2026-10-01
• Explore Agent Testing Tools and Considerations · 2026-10-01
• Customize Record Types · 2026-10-01
• Before-Save or After-Save Record-Triggered Flow · 2026-10-01
• Set the Trigger Order of Record-Triggered Flows · 2026-10-01