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This objective includes the candidates’ abilities related to explaining the options available during report creation and customization (report format, report type, summarizing data, charting, fields, conditional highlighting, filtering data, scheduling); explaining the sharing model effect on reports; explaining the options available when dashboards creation and modification (chart types, data sources, subscribing, dashboard components, running user); explaining the capacities of custom report kinds.
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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/
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.
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| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Data Management | 10% | - Data Export - Data Loader - Data Quality Best Practices - Duplicate Rules and Matching Rules - Data Import Wizard |
| Topic 2: Standard and Custom Objects | 8% | - Roll-up Summary Fields - Custom Object Creation - Object Relationships (Lookup, Master-Detail) - Standard Object Overview |
| Topic 3: Workflow and Process Automation | 17% | - Process Builder - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Workflow Rules - Flows (Screen Flows, Autolaunched Flows) - Approval Processes |
| Topic 4: User Setup | 8% | - Permission Sets - User Creation and Management - Role Hierarchy - Profile Configuration - User Licenses - Delegated Authentication |
| Topic 5: Activity Management and Chatter | 4% | - Chatter Best Practices - Chatter Groups and Feeds - Tasks and Events |
| Topic 6: Service Cloud Applications | 10% | - Service Cloud Features - Omni-Channel - Web-to-Case and Email-to-Case - Cases and Entitlements - Service Contracts |
| Topic 7: Organization Setup | 4% | - Currency Management - Company Information - Lightning Experience vs Classic - Fiscal Year - User Interface |
| Topic 8: Reports and Dashboards | 11% | - Joined Reports - Report Types - Report Builder - Scheduling Reports - Summary Reports and Matrix Reports - Dashboard Components |
| Topic 9: Salesforce Mobile App and Lightning Experience | 6% | - Navigation and UI Customization - Salesforce Mobile App Configuration - Lightning Experience Features |
| Topic 10: Security and Access | 12% | - Login Hours and IP Ranges - Record Access (OWD, Sharing Rules) - Salesforce Shield - Object-Level Permissions - Field-Level Security |
| Topic 11: Sales Cloud Applications | 10% | - Forecasting - Account and Contact Management - Opportunity Management - Sales Cloud Features - Products, Price Books, and Quotes |
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