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Platform Administrator

The full Platform Administrator syllabus, taught as one inherited org you configure, secure, automate and hand over.

  • Beginner
  • 49 lessons
  • 10 modules
  • English

Designed and created by Salesforce Expert

$79
or $249 / year for all access Buy this course

What you'll learn

  • Configure users, profiles, permission sets and the org's security model
  • Build and change objects, fields, page layouts and Lightning pages
  • Automate work with the right tool, and know why it was the right one
  • Support the Sales and Service applications an ordinary business runs on
  • Sit the Platform Administrator exam having already done the work it asks about

Course content

10 sections · 49 lectures · 25 hands-on labs

The org you have just inherited 2 lectures
  1. 1.1 The Org That Nobody Owns
  2. 1.2 What An Administrator Is Actually Responsible For
Configuration and Setup 7 lectures
  1. 2.1 Setup, And The Four Places A Setting Can Be Hiding
  2. 2.2H Hands-On: Company Settings, And The Decision You Cannot Undo Hands-on
  3. 2.3 Users And Licences: What A Licence Actually Buys
  4. 2.4H Hands-On: Create Pemberton's Users, And Deal With The Three Who Left Hands-on
  5. 2.5 Profiles, Permission Sets And Groups: The Model That Replaced The Model
  6. 2.6 Record-Level Security In Four Layers
  7. 2.7H Hands-On: Lock Pemberton's Org Down, Then Prove It Hands-on
Object Manager and Lightning App Builder 8 lectures
  1. 3.1 Standard Objects, Custom Objects, And When Not To Build One
  2. 3.2H Hands-On: Build The Instrument Object Hands-on
  3. 3.3 Relationships, And What Each One Actually Decides
  4. 3.4H Hands-On: The Junction Object That Finally Models A Calibration Visit Hands-on
  5. 3.5 Record Types, Page Layouts And Compact Layouts
  6. 3.6H Hands-On: Two Record Types, Two Layouts, One Record Page Hands-on
  7. 3.7aH Hands-On: Dynamic Forms And Dynamic Actions Hands-on
  8. 3.7bH Hands-On: What Ages Badly, And Section Three Closed Out Hands-on
Data and Analytics Management 8 lectures
  1. 4.1 Data Quality Is A Configuration Problem Before It Is A People Problem
  2. 4.2H Hands-On: Validation Rules, Required Fields And The Hospital That Exists Twice Hands-on
  3. 4.3 Getting Data In: The Wizard, The Loader, And How To Choose
  4. 4.4H Hands-On: Import Six Hundred Instruments Without Creating Six Hundred Duplicates Hands-on
  5. 4.5H Hands-On: Mass Transfer, Mass Delete, The Recycle Bin, And The Export That Should Have Happened First Hands-on
  6. 4.6 Reports: The Report Type Decides What You Are Even Allowed To Ask
  7. 4.7H Hands-On: The Three Reports Bea Asks For Hands-on
  8. 4.8H Hands-On: Dashboards, Dynamic Dashboards, And Who Is Allowed To See The Numbers Hands-on
Automation 7 lectures
  1. 5.1 The Automation Landscape Now: What Went, What Replaced It, And What You Still Choose Between
  2. 5.2 Flow Properly: The Types, And The One Question That Picks Between Them
  3. 5.3H Hands-On: A Record-Triggered Flow That Stops A Calibration Date Slipping Hands-on
  4. 5.4H Hands-On: A Screen Flow Ravi's Engineers Will Actually Use On A Phone Hands-on
  5. 5.5 Entry Criteria, Scheduled Paths, And Running In The Right Context
  6. 5.6H Hands-On: The Approval Process For The Discount Bea Should Not Be Able To Give Alone Hands-on
  7. 5.7H Hands-On: When Automation Misfires — Order Of Execution, Errors, And How To Find The Culprit Hands-on
Sales and Marketing Applications 4 lectures
  1. 6.1 The Sales Objects And The Pipeline They Describe
  2. 6.2H Hands-On: Lead Conversion, And The Three Records It Silently Creates Hands-on
  3. 6.3H Hands-On: Products, Price Books And The Quote That Finally Adds Up Hands-on
  4. 6.4 Campaigns, Campaign Members, And The Marketing Surface An Administrator Genuinely Owns
Service and Support Applications 4 lectures
  1. 7.1 The Service Model: Cases, Queues, Assignment, Escalation, And What A Support Process Is For
  2. 7.2H Hands-On: Assignment Rules, Queues And Auto-Response For Pemberton's Fault Line Hands-on
  3. 7.3H Hands-On: Entitlements And Milestones — Making The Service Contract Have Teeth Hands-on
  4. 7.4 Knowledge, Channels, And The Case Deflection An Administrator Can Actually Deliver
Productivity and Collaboration 3 lectures
  1. 8.1 Activities, Tasks And Events: The Productivity Features Admins Forget To Switch On
  2. 8.2H Hands-On: Chatter, Groups, Feed Tracking, And Installing Something From AppExchange And AgentExchange Hands-on
  3. 8.3H Hands-On: Mobile, Notifications And List Views — The Surface People Live In All Day Hands-on
Agentforce for administrators 4 lectures
  1. 9.1 What Agentforce Is, Described In An Administrator's Vocabulary Rather Than A Data Scientist's
  2. 9.2 Agent Builder: Instructions, Actions, And The Parts Of An Agent An Administrator Owns
  3. 9.3H Hands-On: Give An Agent Permission To Exist — Licences, The Agent User, And Its Permission Sets Hands-on
  4. 9.4H Hands-On: Preview A Conversation, Change One Instruction, And Watch The Behaviour Change Hands-on
The exam, and the org you now own 2 lectures
  1. 10.1 The Exam Run: Eight Domains, Where You Are Weakest, And An Honest Revision Plan
  2. 10.2 The Org You Now Own, And Where You Go Next

Requirements

  • CORE-101 Salesforce, End to End, or equivalent familiarity
  • A free Developer Edition org

Description

This is the administrator course built the way the job is actually done: you inherit an org, and everything afterwards is a change to something that already exists and already has users. Configuration and setup, the Object Manager, data and analytics, automation, the Sales and Service applications, productivity, and the Agentforce material the exam was re-cut in 2026 to include.

It covers the Salesforce Certified Platform Administrator blueprint end to end, but it is not a question bank. Each domain is taught against a running org with real consequences, so the decisions you make in the exam are decisions you have already made once.

Who this course is for

  • New and self-taught administrators, and anyone about to take on their first org.

Skills you'll practise

Salesforce administrationSecurity and accessObject ManagerProcess automationSales CloudService CloudAgentforce basics

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