PDF Version DemoDomain 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.
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
Salesforce ADM-201 Exam Certification Details:
| Recommended Training / Books | Preparing for Your Salesforce Administrator Certification (CRT-101) Administrative Essentials for New Admins in Lightning Experience (ADX-201) Lightning Experience Administrative Essentials for New Admins (ADX-201E) Trailhead Virtual Bootcamp for New Admins (TVB201) |
| Number of Questions | 60 |
| Duration | 105 minutes |
| Sample Questions | Salesforce ADM-201 Sample Questions |
| Exam Code | ADM-201 |
| Exam Name | Salesforce Administrator |
| Schedule Exam | PEARSON VUE |
| Passing Score | 65% |
| Exam Price | Registration fee: $200 USD Retake fee: $100 USD |
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.
Salesforce Administrator Exam Syllabus Topics:
| Section | Objectives | Weights |
|---|---|---|
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
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