← ClaudeAtlas

salesforce-administratorlisted

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. Use when configuring or reviewing declarative org settings, security/sharing, automation, or analytics. Not Apex/triggers/SOQL (see salesforce-platform-developer-1), advanced sharing architecture, deployment pipelines or auditing (see salesforce-advanced-administrator), or building AI agents (see salesforce-agentforce-specialist). Scoped and benchmarked by the Platform Administrator (Plat-Admn-201) blueprint.
toddkasper/expert-skills · ★ 0 · AI & Automation · score 75
Install: claude install-skill toddkasper/expert-skills
# Salesforce Administrator — Skills Reference ## Overview 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 → see `salesforce-advanced-administrator`; building or governing Agentforce agents → see `salesforce-agentforce-specialist`. > Study resources: [references/study-resources.md](references/study-resources.md). Nonprofit/NPSP applications: [salesforce-nonprofit-cloud-consultant](../salesforce-nonprofit-cloud-consultant/SKILL.md). Org-specific rules: keep a per-org appendix in your project CLAUDE.md. > **Verify steps assume nothing about your tooling** — use your proj