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Salesforce ADM-201: Target Audience and Recommended Experience
The ADM-201 exam is designed for those professionals seeking to gain the skills and knowledge required to work with the Salesforce CRM system and promote a career progression in the admin sector.
There are no formal requirements for passing this certification test. However, it is recommended that the students have at least 6 months of working experience in the position of a Salesforce Administrator and be able to execute the tasks included in the exam content. This encompasses the skills, such as maintaining a Salesforce organization, satisfying most frequent business requirements, and performing administrative duties with the help of current Salesforce features. In addition, the applicants are strongly advised to undertake the relevant training course (Administration Essentials (ADM201)) offered by Salesforce before attempting the test.
Domain 5: Sales & Marketing Applications (14%)
Within this domain, the students should confirm their ability to define the sales process capacitates and impact depending on a scenario; determine the relevant sales productivity features with the help of opportunity tools, as well as understand when Price Books and products should be utilized depending on a scenario; define the capacities of campaign management and lead automation tools; define the Salesforce Content capacity.
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Domain 4: Custom & Standard Objects (14%)
In the framework of this subject, the examinees need to have expertise in explaining the standard relationship model & object architecture; explaining how to design, delete, and configure fields & layouts on custom and standard objects, as well as understanding the results caused by deleting fields; defining how to design and assign record types, business processes, and page layouts, for standard and custom objects depending on a scenario.
Salesforce Administrator Exam Syllabus Topics:
| Section | Objectives | Weights |
|---|---|---|
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
