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Salesforce Admin Exam 4 Week Study Checklist

The document outlines a 4-week study plan for Salesforce Administrators, focusing on key areas such as org setup, user management, data modeling, and automation. Each week includes specific tasks, recommended readings, and Trailhead modules to complete. The plan culminates in a review week that emphasizes report building, data management, and practice exams.

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Kolawole Ajala
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18 views2 pages

Salesforce Admin Exam 4 Week Study Checklist

The document outlines a 4-week study plan for Salesforce Administrators, focusing on key areas such as org setup, user management, data modeling, and automation. Each week includes specific tasks, recommended readings, and Trailhead modules to complete. The plan culminates in a review week that emphasizes report building, data management, and practice exams.

Uploaded by

Kolawole Ajala
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Salesforce Administrator - 4 Week Study Plan Checklist

Week 1: Org Setup, User Management & Security Basics


[ ] Read the official Salesforce Administrator Exam Guide

[ ] Create a free Salesforce Developer Org (if you haven't already)

[ ] Understand Company Settings, User Licenses, and User Setup

[ ] Study Profiles, Permission Sets, and Login Access Policies

[ ] Learn about OWD, Roles, and Sharing Rules

[ ] Practice setting up users with different access levels

[ ] Complete Trailhead Modules: User Management, Data Security

Week 2: Standard/Custom Objects, Data Modeling & Automation


[ ] Understand standard and custom object setup

[ ] Create custom fields, record types, and page layouts

[ ] Learn about validation rules, formulas, and roll-up summaries

[ ] Practice building Flows and Process Builder automation

[ ] Set up approval processes in your Developer Org

[ ] Complete Trailhead Modules: Data Modeling, Business Logic, Flow Basics

Week 3: Sales, Service & App Customization


[ ] Learn Lead, Account, Contact, Opportunity, and Case objects

[ ] Understand sales productivity tools: Path, Kanban, Activity Timeline

[ ] Customize Lightning Apps and Record Pages

[ ] Understand Service Console and Case automation basics

[ ] Install and test an AppExchange solution

[ ] Complete Trailhead Modules: Sales Cloud, Service Cloud Basics

Week 4: Reports, Dashboards, Data Management & Review


[ ] Build tabular, summary, and matrix reports

[ ] Create dashboards with filters and components


[ ] Learn about data import, export, and data quality tools (e.g., Data Loader)

[ ] Skim Change Sets, Sandboxes, and deployment basics

[ ] Take 2-3 practice exams (e.g., Focus on Force or Trailhead Practice Test)

[ ] Review incorrect answers and revisit weak areas

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