Certification
Salesforce Certified Platform Administrator
Salesforce
Median earnings
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Cost
$200
Duration
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Completion
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Certified Platform Administrators are Salesforce professionals who build and manage trusted solutions on the Salesforce Platform. They administer and secure the lifecycle of users, data, apps and agents to ensure org health and maximize value.
hybridProgram details →
Skills taught
Configure company settings including fiscal year, business hours, currency management, and default settingsAdminister declarative user interface configuration including UI settings, app menu, list views, global actions, and Lightning App BuilderSet up and maintain users including licenses, locales, working hours, login methods, and user status managementApply organization security controls including identity verification, audit trail, login hours, and session settingsConfigure the Salesforce sharing model including roles, role hierarchy, org-wide defaults, public groups, and sharing rulesDetermine and assign custom profiles and permission sets including permission set groups and mutingDescribe standard object architecture including relationships, record types, and Schema BuilderCreate, customize, and delete fields and page layouts on standard and custom objectsCreate and assign page layouts, record types, and business processes including quick actions and global actionsIdentify sales process capabilities including leads, opportunities, and pathApply sales productivity features including forecasting, territory management, and Einstein for SalesConfigure lead automation tools and campaign management including lead assignment rules and campaign membersConfigure case management including case assignment rules and queuesAutomate case management using support processes, auto-response rules, escalation rules, and Einstein for ServiceManage activity management capabilities including tasks and eventsConfigure Chatter features including groups and internal and external user accessibilityConfigure the Salesforce mobile app including Lightning pages, app menu, visibility, and brandingIdentify AppExchange use cases including managed and unmanaged packages and flowsManage data operations including importing, updating, transferring, mass deleting, exporting, and backing up dataApply data validation tools including duplicate rules, matching rules, and validation rulesCreate and customize reports including joined objects, formulas, bucket fields, grouping, and chart settingsApply the sharing model to reports including folder structure and field visibilityCreate and modify dashboards including widgets, data sources, chart types, dynamic dashboards, and scheduled refreshesSelect appropriate automation solutions including escalation rules, assignment rules, and AI-based toolsConfigure Flow including screen flows, record-triggered flows, autolaunched flows, and order of executionConfigure approval processes including approver criteria, rejections, and approval actionsApply Agentforce capabilities and use cases including AI appropriateness, security, and agent permissionsMaintain and update Agent Builder including prompts, instructions, and conversation preview testing