Salesforce Admin Cheat Sheet 2025 β Everything You Need to Know
This Salesforce Admin cheat sheet covers the key concepts, numbers, and distinctions that appear most frequently on the Salesforce Certified Administrator exam. Bookmark this page and review it in the final days before your exam.
π Security Model β Must Know Cold
| Layer | Controls | Direction |
|---|---|---|
| OWD (Org-Wide Default) | Baseline access for all users | Restricts |
| Role Hierarchy | Managers see subordinates’ records | Opens up |
| Sharing Rules | Extend access to groups/roles | Opens up |
| Manual Sharing | Ad hoc record sharing | Opens up |
| Profiles | Object/field access baseline | Restricts |
| Permission Sets | Additional permissions above profile | Opens up |
Key rule: OWD restricts; everything above it opens access. You can NEVER restrict below OWD using sharing rules.
β‘ Automation β Which Tool Does What
- Flow (Screen Flow): User-facing interactive processes β wizard-style forms
- Flow (Auto-launched): Background automation triggered by records, schedules, or processes
- Approval Process: Multi-step human approval workflows
- Workflow Rules: Being RETIRED β simple field updates, email alerts (avoid for new solutions)
- Process Builder: Being RETIRED β all new automation should use Flow
π Reports & Dashboards β Key Facts
- 4 report types: Tabular, Summary, Matrix, Joined
- Tabular: Simple list β cannot group or create charts
- Summary: Grouped by rows β can create charts
- Matrix: Grouped by rows AND columns β most flexible
- Joined: Multiple report blocks β most complex
- Dashboard components: Chart, Gauge, Metric, Table, Visualforce Page
- Dynamic dashboards: Show data based on the viewer’s security context
π Object Relationships β Cheat Sheet
- Lookup: Loosely coupled, child can exist without parent, no rollup summaries
- Master-Detail: Tightly coupled, child deleted with parent, enables rollup summaries
- Many-to-Many: Junction object with two Master-Detail relationships
- Hierarchical: User object only β for management chains
π€ Data Management β Import Tools
- Data Import Wizard: Max 50,000 records, Accounts/Contacts/Leads/custom objects only, GUI-based
- Data Loader: Unlimited records, all standard + custom objects, supports all DML operations including delete, requires installation
π’ Key Numbers to Memorize
- Custom fields per object: 500 (standard) or 800 (custom)
- Maximum validation rules per object: 100
- Report row limit: 2,000 in view, 2,000 exported
- Dashboard component limit: 20 per dashboard
- Sharing rules per object: 300
- Schedule-triggered Flows limit: 2,000 interviews/day
Practice Makes Perfect
This cheat sheet covers the concepts β but exam success requires practicing with realistic scenarios. Take our Salesforce Admin practice questions to test your knowledge in real exam format. 5 free demo questions, 100% money-back guarantee.
Frequently Asked Questions
How long does it take to prepare for the Salesforce Admin Cheat Sheet 2025?
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Most Salesforce exams require 65-67% to pass. Check the official Salesforce exam guide for the exact score. Dumpsforce practice dumps mirror the real exam to help you hit the required mark.
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