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Day-to-day Salesforce org configuration — profiles, permission sets, OWD, sharing rules, FLS, the object/field data model, Flow automation, data import (Data Import Wizard, Data Loader), validation rules, duplicate management, reports, dashboards, and Agentforce admin setup.
Passed 21 of 23 test cases with the skill, and 17 of 23 without it.
and 2 more in the full report
4 fixed17 passed either way2 still failing0 broke
Tokens, turns and time describe resource use, not a dollar price.
One of 4 test cases the skill fixed. Same model, same prompt, with and without the skill.
A business user accidentally deleted several Account records 20 days ago. They want to know if these records can still be restored directly from the Salesforce Recycle Bin. What is the standard Recycle Bin retention rule and under what condition would they still be present?
| Checked | Without skill | With skill |
|---|---|---|
| States that standard Recycle Bin retention is 15 days. | Passed | Passed |
| Mentions that records may be retained up to 30 days when Extended Retention is enabled. | Missed | Passed |
The instructions your model reads when the skill loads.
The Salesforce Certified Platform Administrator credential (exam code Plat-Admn-201) covers everything an admin touches day-to-day: security and sharing models, object and field customization, Flow automation, data quality, reports and dashboards, and — as of the December 2025 refresh — foundational Agentforce AI capabilities.
This is an operational playbook, not an exam outline. A recurring principle: query the org — never assume from metadata XML. XML in a repo is not always deployed, and metadata does not carry runtime state (FLS, cache, active flows).
Load this skill when… configuring org security (profiles, permission sets, OWD, FLS, sharing rules); building or debugging Flow automation; importing or cleaning data; setting up reports/dashboards; doing initial Agentforce agent setup. Not this skill: Apex/triggers/SOQL → see
salesforce-platform-developer-1; advanced sharing architecture, deployment pipelines, or audit monitoring → seesalesforce-advanced-administrator; building or governing Agentforce agents → seesalesforce-agentforce-specialist.
Study resources: references/study-resources.md. Nonprofit/NPSP applications: salesforce-nonprofit-cloud-consultant. Org-specific rules: keep a per-org appendix in your project CLAUDE.md.
Verify steps assume nothing about your tooling — use your project's Salesforce MCP connection, the Salesforce CLI (
sf), or the Salesforce setup UI, in that order of preference. The SOQL and describe calls below are written to work through any of them.
Credential logistics and study path: see references/study-resources.md.
[volatile — verify live]; API/platform version and feature availability [volatile — verify live]; org-specific settings (OWD, active flows, installed packages, sandbox types); any cap or quota cited in this skill.[volatile — verify live] or [opinion — house style]. When in doubt, describe the object or run a SOQL query rather than trusting a tag.Access is computed by layering — reason about the whole stack, not one layer.
The layering rule (memorize the order):
test cases passed, vs 17 / 23 without
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