Domain 10: Process/Workflow Automation (8%)
This domain entails such skills as defining the relevant automation solution on the basis of the workflow capabilities depending on a scenario as well as explaining the use cases and capacities for the approval process.
The ADM-201 certification exam measures the individuals’ knowledge and skills in a wide range of areas. Each of the domains included in the test contains the specific technical tasks that the learners have to master. The outline of the exam topics as well as their weight in the content is provided below:
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.
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Domain 3: Security & Access (13%)
Here the test takers must prove that they are conversant with explaining different organization security controls (IP restrictions, passwords, network settings, identity confirmation); implementing the relevant security controls on the basis of the features as well as capacities of the Salesforce sharing model depending on a user request scenario (role hierarchy, organization-wide failures, sharing rules, manual sharing, public groups). In addition, the domain requires the following skills: determining the proper use of a custom profile or permission set using various profile settings and permissions depending on a scenario as well as explaining how folders can be utilized to arrange and secure dashboards, reports, and communication templates.
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
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Salesforce Administrator Exam Syllabus Topics:
| Section | Objectives | Weights |
|---|---|---|
| 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% |
| 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% |
| 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% |
| 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% |
| 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% |
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