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Domain 8: Data Management (10%)
Here you are required to know how to explain the considerations when updating, importing, transferring, and mass deleting data (data quality, field mapping, CSV files, record IDs, duplicate records, external IDs); define tools and use cases for managing data depending on a scenario (data import wizard and dataloader); explain the implications and capacities of data validation tools; explain various methods to backup data (dataloader, exports, export service).
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
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Salesforce Administrator Exam Syllabus Topics:
| Section | Objectives | Weights |
|---|---|---|
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
Prep Options for Acing ADM-201 Exam
To succeed in this Salesforce validation, candidates are recommended to enroll in the official vendor’s training like:
- Salesforce Administration 630+ Practice Questions for ADM-201 by Allied Books
Published in March 2020, this helpful material will arm its readers with the required information to clear ADM-201 in one go. Available in Kindle and paperback formats, such a book is packed with sample questions, practice tests, objectives, and exam details, which is ideal for anyone planning to succeed at the first attempt.
- Exam Study Guide for Certified Administrator Exam ADM-201 Prep by Zoom Books
Such a guide is designed for individuals that continuously strive for additional features and capabilities in the Salesforce environment. It covers 100% of ADM-201 exam objectives to make it easier for you to pass the official exam and to get certified in no time. After studying this practical edition, you will understand how to lead your enterprise to a better future by getting the gist of sales, collaboration clouds, and services.
- Salesforce Certified Administrator by Thomas Hendry
A Kindle guide like this will get you ready for your ADM-201 exam by thoroughly covering its objectives and providing candidates with helpful insights. If your ambition is to become a Salesforce Certified Administrator, this material is the way to go as its practice notes and clear instructions will make the whole preparation process fast and enjoyable.
- ADM201 Administration Essentials for New Admins Course Overview
This is a hands-on course that provides you with the right skills so that you can pass ADM-201 test easily. This training can be taken in person or via a virtualized environment, where both the options will be delivered within 5 days. During the course sessions, the experts will explain in great detail everything you need to know about application customization, business processes, and clean data. What’s more, you will learn how to create dashboards and high-value reports, as well as set up and automate the workflow. When it comes to the target audience for this training, it will prove valuable to anyone interested in expanding their knowledge of Salesforce, e.g. new system administrators in the Salesforce environment & sales operations, and IT managers.
While the instructor-led course is a powerful tool to help you prepare for the final exam to get the required certification, many applicants prefer to study on their own, armed by comprehensive study guides. It is completely understandable as independent learning is always self-paced, which makes it more convenient for a lot of students. Thus, you can check the following Amazon books for your ADM-201 prep:
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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