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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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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.

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Domain 9: Analytics Reports & Dashboards (10%)

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.

Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/

Exam Topics

As for the domains measured in the official ADM-201 validations, they are as follows:

Managing Data:While taking your ADM-201 test you will need to prove you know how to import, update, transfer, and delete data, including CSV files, and what tools are the most appropriate for each process. You will also have to show competence in explaining ways to backup data and the capabilities of data validation tools.

Automation of Workflow and Processes: Within such an area, the candidates are expected to be able to automate email templates, leads, and cases, as well as set up work rules.

Standard and Custom Objects: As you are preparing for the Salesforce ADM-201 exam, you need to make sure that you understand and can describe relationship model and standard object architecture, as well as maintain data quality, work with page layouts, administer standard fields, create formula fields, work with various record types, and create selection fields.

Security and Access: Here, one must be able to restrict logins, set up record access, manage field-level security, determine object access, control access to events, tackle record access exceptions, and implement role hierarchy to manage records.

Sales and Marketing Applications: Among other things, candidates should know how to describe Salesforce Content capability, campaign management, lead automation tools, as well as understand the implications and capabilities of the sales process.

Service and Support Applications: The issues here will mainly have to do with the capabilities of case management. Thus, you will be asked several questions about case processes, settings, and assignments. In addition, before enrolling in the official exam make sure you have a clear understanding of Salesforce Knowledge and Salesforce Communities.

Analytics-Reports and Dashboards: This topic will get into the options available when creating or customizing a report, or modifying dashboards. Additionally, to do well on the test, it’s a must for you to know how to share a model on reports including the impact of sharing, and have a solid understanding of the capabilities of custom reports.

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