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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.
Domain 1: Organizational Setup (3%)
Within this objective, the candidates need to demonstrate that they have the relevant skills in describing the information discovered within the enterprise settings (including business hours, fiscal year, default settings, currency management) as well as differentiating various UI attributes controlled by an administrator, including the implications, such as search settings, UI settings, homepage layouts, and list views.
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
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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.
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Sales Cloud Applications | 10% | - Opportunity Management - Sales Cloud Features - Forecasting - Products, Price Books, and Quotes - Account and Contact Management |
| Topic 2: Reports and Dashboards | 11% | - Scheduling Reports - Report Types - Summary Reports and Matrix Reports - Report Builder - Joined Reports - Dashboard Components |
| Topic 3: User Setup | 8% | - Permission Sets - User Licenses - User Creation and Management - Role Hierarchy - Delegated Authentication - Profile Configuration |
| Topic 4: Data Management | 10% | - Data Import Wizard - Data Quality Best Practices - Duplicate Rules and Matching Rules - Data Loader - Data Export |
| Topic 5: Workflow and Process Automation | 17% | - Approval Processes - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Workflow Rules - Process Builder - Flows (Screen Flows, Autolaunched Flows) |
| Topic 6: Security and Access | 12% | - Salesforce Shield - Field-Level Security - Object-Level Permissions - Login Hours and IP Ranges - Record Access (OWD, Sharing Rules) |
| Topic 7: Service Cloud Applications | 10% | - Web-to-Case and Email-to-Case - Omni-Channel - Service Contracts - Cases and Entitlements - Service Cloud Features |
| Topic 8: Organization Setup | 4% | - Lightning Experience vs Classic - Fiscal Year - User Interface - Currency Management - Company Information |
| Topic 9: Activity Management and Chatter | 4% | - Tasks and Events - Chatter Groups and Feeds - Chatter Best Practices |
| Topic 10: Standard and Custom Objects | 8% | - Object Relationships (Lookup, Master-Detail) - Roll-up Summary Fields - Standard Object Overview - Custom Object Creation |
| Topic 11: Salesforce Mobile App and Lightning Experience | 6% | - Salesforce Mobile App Configuration - Navigation and UI Customization - Lightning Experience Features |
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