Certified Platform Administrator (PA)

Data imports, exports, mass actions, deduplication, validation rules, report types, dashboards, and how sharing impacts visibility. Data literacy and insights for informed decisions.

Company settings, login and security controls, user setup, feature licenses, profiles, permission sets, and sharing model configuration. Org configuration and foundational setup.

Standard and custom objects, relationships, fields, record types, page layouts, Lightning pages, and implications of deleting fields. Object architecture and business processes.

Flows (screen, autolaunched, record-triggered), approval processes, assignment rules, escalation rules, and the automation user. Workflow and process automation.

AI use cases, agent permissions, prompt management in Agent Builder, troubleshooting agent access, and when to apply AI responsibly. Maintaining and testing prompts, Agentforce capabilities and use cases.

Lead processes, opportunity features, scoring, campaigns, and sales productivity tools. Sales and marketing cloud features.

Case lifecycle, queues, assignment rules, escalation, auto-response rules, and Einstein for Service. Service cloud capabilities.

Tasks, events, Chatter, Salesforce mobile app setup, and basic AppExchange awareness. Collaboration tools and features.