Cert Prep: Salesforce Certified Administrator
with Christopher Matthew Spencer
Study Timelines
First 30 Days
Review the Exam Guide
Perform a Time and Cost Assessment
Set Learning and Development Goals
Research Your Study Materials
Decide on Testing Method/Location (e.g., Onsite/Offsite)
Complete a Practice Test/Evaluate Strengths and Weaknesses
Set Goals Based on Strengths and Weaknesses from the Practice Exams
Print Flash Cards (or Use Quizlet)
Next 30 Days
Daily Routines until Test Day – Study Flash Cards 10–15 Minutes Daily
Study the Salesforce Glossary 10–15 Minutes Daily
Begin the Certification Trailmix [Link]
Welcome to Salesforce :20 [Link]
Get Started with Salesforce :25 [Link]
Work with Your Salesforce Admin :20 [Link]
Get Started with the Salesforce Platform :10 [Link]
Discover Use Cases for the Platform :10 [Link]
Understand the Salesforce Architecture :10 [Link]
Navigate Setup :10 [Link]
Power Up with AppExchange :10 [Link]
Learn About Regional Settings :15 [Link]
Discover Multiple Currency Settings :10 [Link]
Add New Users :20 [Link]
Control What Your Users Can Access :30 [Link]
Manage User Access :15 [Link]
Manage Chatter :10 [Link]
Modify Your Data Model :15 [Link]
Configure an Email Letterhead and Template :15 [Link]
Automate Your Business Process :15 [Link]
Overview of Data Security :10 [Link]
Control Access to the Org :15 [Link]
Control Access to Objects :25 [Link]
Control Access to Fields :15 [Link]
Control Access to Records :15 [Link]
Create a Role Hierarchy :15 [Link]
Define Sharing Rules :15 [Link]
Get to Know Salesforce Identity :15 [Link]
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Get To Know Your Salesforce Identity Users :15 [Link]
Learn the Language of Identity :15 [Link]
Secure Your Users' Identity :20 [Link]
Customize Your Login Process with My Domain :20 [Link]
Set Up Single Sign-On for Your Internal Users :20 [Link]
Understand Custom & Standard Objects :15 [Link]
Create Object Relationships :15 [Link]
Work with Schema Builder :15 [Link]
Set Up Your Org :30 [Link]
Create and Customize Lightning Apps :20 [Link]
Create and Customize List Views :20 [Link]
Customize Record Highlights with Compact Layouts :20 [Link]
Customize Record Details with Page Layouts :30 [Link]
Create Custom Buttons and Links :20 [Link]
Empower Your Users with Quick Actions :30 [Link]
Get Started with Accounts and Contacts :20 [Link]
Understand Account and Contact Relationships :15 [Link]
Create a Sales Process and Use Opportunities :15 [Link]
Convert and Assign Leads :15 [Link]
Create Price Books to Track Products :15 [Link]
Configure Quote Templates and Track Contracts :10 [Link]
Get Started with Marketing Cloud :10 [Link]
Learn About Marketing Cloud and the Customer Success Platform :10 [Link]
Get the Most Out of Marketing Cloud :10 [Link]
Customize a Sales Path :10 [Link]
Customize Opportunity Stages :10 [Link]
Work with Opportunities in the Kanban View :10 [Link]
Get Started with Service Cloud :20 [Link]
Automate Case Management :30 [Link]
Create Channels for Customers :30 [Link]
Configure a Salesforce Console :40 [Link]
Get Started with Knowledge :15 [Link]
Plan Your Knowledge Base :15 [Link]
Enable Salesforce Knowledge :15 [Link]
Build Your Knowledge Base :30 [Link]
Get Started with Community Cloud :10 [Link]
Engage with Your Customers :15 [Link]
Engage with Your Partners :15 [Link]
Engage with Your Employees :15 [Link]
Launch Your Trailhead Playground :5 [Link]
Enable Live Agent and Communities :15 [Link]
Create a Chat Snap-In :10 [Link]
Enable and Configure Lightning Knowledge :15 [Link]
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Add Branding and Components to the Community :15 [Link]
Try Out Your New Community :10 [Link]
Get Started with Chatter :20 [Link]
Enable Feed Tracking :15 [Link]
Approve Records from a Chatter Feed :25 [Link]
Develop a Rollout Strategy :10 [Link]
50 Ways to Become a Social Enterprise N/A [Link]
Get Started with Data Quality :20 [Link]
Assess the Quality of Data :20 [Link]
Improve Data Quality :20 [Link]
Import Data :30 [Link]
Export Data :10 [Link]
Use the Data Import Wizard :15 [Link]
Use Data Loader to Export Data :15 [Link]
Use Data Loader to Import Data :10 [Link]
Introduction to Reports and Dashboards :15 [Link]
Create Reports with the Report Builder :25 [Link]
Format Reports :40 [Link]
Visualize Your Data with Dashboards and Charts :35 [Link]
Share, Schedule, and Subscribe to Reports and Dashboards :25 [Link]
Extend Your Reporting Strategy with the AppExchange :20 [Link]
Run and Modify a Report :15 [Link]
Create a Simple Custom Report :10 [Link]
Filter Your Reports :15 [Link]
Group and Categorize Your Data :15 [Link]
Use Summary Formulas in Your Reports :10 [Link]
Visualize Your Data :15 [Link]
Manage Reported Data :10 [Link]
Decide When Lightning Experience Is Right for Your Company :25 [Link]
Enable Lightning Experience :15 [Link]
Create Reports with the Report Builder :25 [Link]
Format Reports :40 [Link]
Visualize Your Data with the Lightning Dashboard Builder :35 [Link]
Choose the Right Automation Tool :10 [Link]
Automate Simple Business Processes with Process Builder :30 [Link]
Guide Users Through Your Business Processes with Cloud Flow Designer :30 [Link]
Combine the Power of Process Builder and Cloud Flow Designer :25 [Link]
Customize How Records Get Approved with Approvals :30 [Link]
Prepare Your Org :20 [Link]
Create an Approval Process :10 [Link]
Specify Final Approval and Rejection Actions :10 [Link]
Get Started with the Salesforce Mobile App :15 [Link]
Create Global Quick Actions :25 [Link]
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Create Object-Specific Quick Actions :25 [Link]
Customize Compact Layouts :15 [Link]
Customize Navigation :15 [Link]
Learn the Benefits of Outlook Integration :10 [Link]
Learn About the Move from Salesforce for Outlook :20 [Link]
Set Up Lightning for Outlook and Lightning Sync :20 [Link]
Get Started with AppExchange :10 [Link]
Navigate AppExchange Like a Superhero :15 [Link]
Install AppExchange Packages :20 [Link]
Last 30 Days
Trailmix Should Be Complete
Review the Exam Guide Again – Ask: Have You Studied Everything?
Complete a Practice Test/Reevaluate Strengths and Weaknesses
Register for the Exam If You Pass the Practice Exam
For Online Proctored Exams: Check Your Equipment for Compliance
Daily Routines until Test Day – Study Flash Cards 10–15 Minutes Daily
Study the Salesforce Glossary 10 –15 Minutes Daily
Exam Day
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