Level: BeginnerSalesforce

Salesforce Admin Topics: Study Guide and Full List of Posts

Updated 7 min read
Salesforce Admin Topics featured image: every admin post in one study guide

Salesforce Admin Topics on this blog cover everything a new admin needs, from cloud basics to security, automation, reports and AI. This page puts all 89 admin posts in one place, grouped by topic, so you always know what to read next.

If you are just starting, read our simple guide to Salesforce first and set up your free Developer Edition org. Then come back here and follow the sections in order.

How to Use This Salesforce Admin Topics Study Guide

Each section below has a short table. The table shows the post, its level and what you will learn. So you can see the whole path at a glance and pick up where you left off.

Follow these five steps for the best results.

  1. Read the sections in order, because later topics build on earlier ones.
  2. Build every example in your practice org while you read.
  3. Mark each post as done in your own notes or a simple spreadsheet.
  4. After each section, explain the main ideas aloud in your own words.
  5. Finally, test yourself with the interview questions linked at the end.
Salesforce Admin Topics diagram showing the study path from basics to automation and beyond
How to study Salesforce Admin Topics: basics, data model, security, then automation, reports and more.

A Simple Study Plan for Salesforce Admin Topics

Most learners can cover all the posts in about 12 weeks with one hour a day. The plan below shows one way to split the work. Move faster or slower based on your own time.

WeeksSections to studyGoal
1Getting Started, Org Setup and UsersKnow the platform and set up your org
2 to 3Data ModelBuild objects, fields and relationships
4 to 5Security and AccessControl who sees what
6 to 7Automation, User Interface and AppsBuild flows and pages
8 to 9Sales Cloud, Service CloudSet up sales and support
10Reports, Dashboards and Data ManagementReport on clean data
11Collaboration, Release, Data and AILearn teamwork, deployment and new tools
12CertificationRevise and book your exam

Each post is marked Basic, Intermediate or Advanced. In short, a fresher should finish every Basic post first, then come back for the rest. An experienced admin can jump to the Advanced posts in each section.

Salesforce Admin Topics diagram showing a fresher study plan compared with an experienced admin plan
Salesforce Admin Topics study plan for a fresher compared with an experienced admin.

All Salesforce Admin Topics by Section

Here is the full list of 89 posts. Every title links to the full post.

Salesforce Admin Topics: Getting Started with Salesforce

Start here if you are new. These posts explain the cloud, Salesforce, free learning and your own practice org.

No.PostLevelWhat you will learn
1What is Cloud Computing?BasicCloud basics: SaaS, PaaS and IaaS
2What is Salesforce?BasicWhat Salesforce does and who uses it
3What is Trailhead?BasicFree learning with badges and trails
4Salesforce Admin vs DeveloperBasicWhich career path suits you
5Salesforce Developer Edition SetupBasicGet your free practice org

Org Setup and Users

Next, learn how an org is set up and how people get into it.

No.PostLevelWhat you will learn
1Company Settings, Business Hours and Fiscal YearBasicTime zone, locale and fiscal year
2User ManagementBasicCreate, freeze and deactivate users
3Queues and Public GroupsBasicGroup users and share work
4Translation Workbench and Multi-CurrencyIntermediateLanguages and currencies for global teams
5AppExchange AppsIntermediateInstall and manage apps safely

Salesforce Admin Topics: Data Model

The data model is the base of everything else, so take your time here.

No.PostLevelWhat you will learn
1Salesforce Data Model ExplainedBasicObjects, fields and relationships
2Standard vs Custom ObjectsBasicWhen to build a custom object
3Formula Fields and Field TypesBasicPick the right field type
4Picklists and Global Value SetsBasicDependent and shared picklists
5Validation Rules with ExamplesBasicStop bad data on save
6REGEX Validation RulesIntermediateCheck PAN, GST and phone formats
7Record TypesBasicDifferent processes on one object
8Master-Detail vs LookupIntermediateRelationships and junction objects
9Roll-Up Summary Fields and Cross-Object FormulasIntermediateTotals and values from related records
10Custom Metadata vs Custom SettingsAdvancedStore app settings the right way
11Schema BuilderIntermediateSee your data model as a diagram
12Salesforce Connect and External ObjectsAdvancedView outside data without copying it

Salesforce Admin Topics: Security and Access

Security questions come up in every admin job, so learn this section well.

No.PostLevelWhat you will learn
1Profiles and Permission SetsBasicWhat users can do
2Sharing Rules, Roles and OWDBasicWhich records users can see
3Permission Set Groups and MutingIntermediateBundle and limit permissions
4Delegated AdministrationIntermediateLet team leads manage their users
5Restriction Rules and Scoping RulesAdvancedNarrow record access further
6Org Security: MFA, Login and SessionsIntermediateProtect how users log in
7Single Sign-On and My DomainAdvancedOne login for many apps
8External Client Apps and Connected AppsAdvancedSafe access for other systems
9Field History Tracking and Setup Audit TrailIntermediateTrack who changed what
10Event Monitoring and Login HistoryAdvancedWatch user activity and logins
11Platform EncryptionAdvancedEncrypt sensitive data at rest

Salesforce Admin Topics: Automation

Flow is the main automation tool now, so build each example in your practice org.

No.PostLevelWhat you will learn
1Salesforce Flow BuilderBasicYour first flow, step by step
2Flow TypesIntermediateScreen, record-triggered and scheduled flows
3Advanced Flows: Subflows and Fault PathsAdvancedReuse flows and handle errors
4Approval ProcessesIntermediateSend records for approval
5Email Templates and Email AlertsBasicSend the right email at the right time
6Custom Notifications and Custom LabelsIntermediateBell alerts and reusable text
7Order of ExecutionAdvancedWhat runs first when a record saves
8Migrate to FlowIntermediateMove old rules into Flow
9Debug Logs for AdminsAdvancedFind and fix automation errors

User Interface and Apps

These posts help you build pages and apps that people enjoy using.

No.PostLevelWhat you will learn
1Page Layouts and Lightning Record PagesBasicArrange fields and components
2Lightning App Builder and Custom AppsBasicBuild apps with clicks
3List Views, Kanban and Search LayoutsBasicFind and sort records fast
4Quick Actions and the Mobile AppIntermediateShortcuts on desktop and mobile
5Dynamic Forms and Dynamic ActionsIntermediateShow fields and buttons only when needed
6In-App GuidanceIntermediateTips and walkthroughs for users
7Lightning Page PerformanceAdvancedMake slow pages faster

Salesforce Admin Topics: Sales Cloud

This section follows a deal from first lead to signed order.

No.PostLevelWhat you will learn
1Lead Management and Web-to-LeadBasicCapture, assign and convert leads
2Accounts and ContactsBasicCompanies, people and hierarchies
3Opportunities, Sales Process and PathBasicTrack deals stage by stage
4Products, Price Books and QuotesIntermediatePrices and quotes for deals
5Product SchedulesIntermediateRevenue and quantity over time
6Contracts and OrdersIntermediateFrom signed deal to order
7Campaigns and Campaign InfluenceIntermediateMeasure marketing results
8Activities, Tasks, Events and EmailBasicLog calls, meetings and emails
9Collaborative Forecasting and QuotasAdvancedPredict sales and set targets
10Enterprise Territory ManagementAdvancedSplit accounts by region or segment

Service Cloud

Here you set up customer support, from the first case to a happy customer.

No.PostLevelWhat you will learn
1Cases, Web-to-Case and Email-to-CaseBasicCreate cases from web and email
2Case Assignment and Escalation RulesIntermediateRoute and escalate cases
3Entitlements and MilestonesIntermediateTrack service levels
4Salesforce KnowledgeIntermediateWrite and publish help articles
5Omni-Channel and the Service ConsoleAdvancedRoute work to free agents
6Enhanced Chat and MessagingAdvancedChat with customers on web and apps
7Macros and Quick TextIntermediateFaster replies for agents
8Salesforce SurveysIntermediateCollect customer feedback

Salesforce Admin Topics: Reports and Dashboards

Reports turn data into answers, and every manager will ask you for them.

No.PostLevelWhat you will learn
1Reports and Dashboards for BeginnersBasicYour first report and dashboard
2Custom Report TypesIntermediateReport on any object combination
3Joined Reports and Bucket FieldsIntermediateCombine and group report data
4Report Folders and Cross FiltersIntermediateShare reports and filter by related data
5Dynamic Dashboards and FiltersAdvancedOne dashboard for many viewers
6Reporting SnapshotsAdvancedTrack trends over time

Data Management

Clean data makes every report and flow better, so learn these tools early.

No.PostLevelWhat you will learn
1Data Loader and Data Import WizardBasicImport and update records
2Duplicate Rules and Matching RulesIntermediateStop duplicate records
3Weekly Export, Mass Transfer and Recycle BinIntermediateBack up and restore data
4Data Migration and Load OrderAdvancedMove data with relationships
5Data Mask and SeedAdvancedProtect real data in sandboxes

Collaboration and Experience Cloud

These posts cover how teams and customers work together in Salesforce.

No.PostLevelWhat you will learn
1Chatter, Files and CollaborationBasicDiscuss records and share files
2Salesforce and SlackIntermediateConnect Slack with your org
3Experience Cloud SitesIntermediatePortals for customers and partners

Release and Deployment

Learn to move changes safely before you work on a live org.

No.PostLevelWhat you will learn
1Sandboxes and Change SetsIntermediateBuild and test, then deploy
2DevOps CenterAdvancedTrack and deploy changes with history
3Release Updates and Seasonal ReleasesIntermediatePrepare for three releases a year

Salesforce Admin Topics: Data and AI

Finally, learn the newest tools that many companies now ask about.

No.PostLevelWhat you will learn
1Data 360 BasicsAdvancedOne view of each customer
2Agentforce for AdminsAdvancedSet up AI agents safely

Certification

When you finish the sections above, use these posts to plan your exams.

No.PostLevelWhat you will learn
1Salesforce Admin Certification GuideBasicHow to prepare for the Admin exam
2Exam Registration Step by StepBasicBook your exam
3Platform Administrator II GuideAdvancedThe next admin certification

Tips to Learn Salesforce Admin Topics Faster

  • Practise in a real org, because reading alone is not enough.
  • Use the Bright Path Tutors example from our posts, so each lesson builds on the last.
  • Keep a list of questions you cannot answer yet, then find the post that covers them.
  • Revisit the security and automation sections often, since interviews focus on them.
  • Read the release notes three times a year, as features change with each release.

Official Resources

Quick Recap

  • This page lists all 89 Salesforce Admin Topics posts on the blog in one place.
  • The sections run from basics to data, security, automation, sales, service and AI.
  • Each post has a level, so freshers and experienced admins can plan their study.
  • A 12-week plan with one hour a day covers every post.
  • Build each example in your own practice org as you read.

What’s Next?

Once you finish the topics, test what you learned. Start with Top Salesforce Admin Interview Questions by Topic (Part 1), the first part of our interview question series.