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Salesforce Administrator Exam Syllabus Topics:
| Section | Objectives | Weights |
|---|---|---|
| Configuration and Setup | - Describe the information found in the company settings (for example: company settings fiscal year, business hours, currency management, default settings). - Distinguish and understand the administration of declarative configuration of the User Interface. (for example: UI settings, app menu, list views, global actions, Lightning App Builder). - Given a scenario, demonstrate the proper setup and maintenance of users. - Explain the various organization Security Controls. (for example: Setup Audit Trail, Login Hours, Session Settings) - Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model. (for example: public groups, org wide default, sharing: roles, subordinates, hierarchy, report and dashboard folders) - Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions. | 20% |
| Service and Support Applications | - Describe the capabilities of case management. (for example: case, case assignment rules, and queues.) - Given a scenario, identify how to automate case management. (for example: support process, case auto-response rules, and case escalation.) | 11% |
| Data and Analytics Management | - Describe the considerations when importing, updating, transferring, mass deleting, exporting and backing up data. - Describe the capabilities and implications of data validation tools. - Describe the options available when creating or customizing a report or report type. - Describe the impact of the sharing model on reports. - Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, Subscribing, running user). | 14% |
| Sales and Marketing Applications | - Given a scenario, identify the capabilities and implications of the sales process. (for example: sales process, opportunity, path, and forecast impact.) - Given a scenario, apply the appropriate sales productivity features using opportunity tools. (for example: dashboards, lead scoring, Einstein opportunity scoring, and home page assistant.) - Describe the capabilities of lead automation tools and campaign management. (for example: leads, lead convert, lead assignment rules, campaign and campaign members.) | 12% |
| Productivity and Collaboration | - Describe the capabilities of activity management. - Describe the features of Chatter. - Describe the capabilities of Salesforce Mobile App. - Identify use cases for AppExchange applications. | 7% |
| Object Manager and Lightning App Builder | - Describe the standard object architecture and relationship model. (for example: standard object, parent/child, master detail/lookup/junction relationships, and record types.) - Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and know the implications of deleting fields. - Given a scenario, determine how to create and assign page layouts, record types and business processes for custom and standard objects. | 20% |
| Workflow/Process Automation | - Given a scenario, identify the appropriate automation solution based on the capabilities of the tool. - Describe capabilities and use cases for Flow. - Describe capabilities and use cases for the approval process. | 16% |
Exam ADM-201 brings you the Salesforce Certified Administrator certificate, that is one of more than 35 IT certifications offered by Salesforce - an American software company that sells business applications. Getting their certifications help candidates advance their careers.
What Topics Are Covered in ADM-201 Exam?
This Salesforce Administrator certification exam evaluates the candidate's knowledge and competency in a long list of technical domains such as:
- Data Management — This segment tests whether candidates know what to consider before transferring, updating, and massively removing pieces of data. It also checks how well candidates can identify data management tools, describe the benefits of data tools for validation, and know the different backup options available.
- Sales & Marketing Apps — Here, examinees need to identify the requirements and impacts of the sales, use opportunity tools to point out the right sales productivity options, know when to use different products alongside Books for Pricing, be aware of the power of automation tools & campaign maintenance, and know what can be done using the Salesforce content.
- Reports on Analytics and Dashboards — This objective evaluates whether candidates know the tools accessible when making a report, how the sharing structure influences reports, the choices to be made while dealing with dashboards, and the uses of custom kinds of reports.
- User Setup — This next area tests whether a candidate knows the steps involved in setting up a user and maintaining them (for example, assigning licenses, resetting passwords, and resolving user accounts that were locked). It also checks if candidates grasp what happens when they activate, deactivate, or freeze users.
- Management of Activities and Collaboration — In this domain, candidates need to detail the benefits of activity management and talk about the aspects of Chatter like feed, security features, and the following.
- Service as well as Support Apps — In this area, test-takers must explain the characteristics of managing cases, show how to automate case management, describe what can be done using the Salesforce knowledge, and finally, detail the power of Salesforce communities.
- Workflow as well as Process Automation — Here, candidates need to choose the perfect automation solution given the process or workflow and have an understanding of the capabilities of the processes for approval.
- Desktop and Modern Administration — For this domain, examinees need to talk about what the Salesforce mobile application can do and also be familiar with the options available when installing and syncing the Salesforce lightning for outlook.
- Organizational Setup — This first domain examines the candidate's ability to explain info available in the context of a company (for instance, fiscal year, working hours, managing currency, default issues) and to differentiate between the multiple UI aspects that an admin monitors (e.g., both UI & search settings, views list, layouts of homepages) while knowing the implications those features have.
- Security Features & Access — This objective involves describing all the security controls deployed by an organization, adopting the right security measures that are based on the characteristics of the Salesforce sharing model, determining the right way to use custom profiles or permissions taking into account the large numbers of profile settings, and describing how templates for communication, dashboards as well as various reports can be secured and organized with the aid of folders.
- App Exchange — In this final portion, candidates must show they know when to and when not to deploy AppExchange applications.
- Common & Custom Objects — For this topic, candidates must be able to define the standard architecture of objects, know how to edit fields and layouts of pages for custom and standard objects while realizing the impact of removing fields, and decide how to design and designate layouts of pages, types of records, and processes for various businesses for common and custom items.
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
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Domain 2: User Setup (7%)
This topic evaluates the applicants’ competency in defining the stages to set up and/or maintain a user (including resetting passwords, resolving locked user accounts, assigning licenses) as well as understanding the results caused by activating/deactivating or freezing a user.
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