Domain 11: Desktop & Mobile Administration (3%)
Here the test takers should have competency in explaining the Salesforce Mobile App capacities as well as explaining the synchronization & installation options of Salesforce Lightning for Outlook.
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.
Domain 12: AppExchange (2%)
Within this subject, the learners need to demonstrate that they are able to determine the AppExchange application use cases.
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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.
Salesforce ADM-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: Salesforce Mobile App and Lightning Experience | 6% | - Salesforce Mobile App Configuration - Navigation and UI Customization - Lightning Experience Features |
| Topic 2: Sales Cloud Applications | 10% | - Sales Cloud Features - Products, Price Books, and Quotes - Forecasting - Account and Contact Management - Opportunity Management |
| Topic 3: Organization Setup | 4% | - User Interface - Lightning Experience vs Classic - Company Information - Fiscal Year - Currency Management |
| Topic 4: Data Management | 10% | - Data Loader - Data Export - Data Import Wizard - Data Quality Best Practices - Duplicate Rules and Matching Rules |
| Topic 5: Security and Access | 12% | - Record Access (OWD, Sharing Rules) - Login Hours and IP Ranges - Field-Level Security - Object-Level Permissions - Salesforce Shield |
| Topic 6: User Setup | 8% | - Role Hierarchy - Delegated Authentication - Profile Configuration - Permission Sets - User Licenses - User Creation and Management |
| Topic 7: Service Cloud Applications | 10% | - Omni-Channel - Service Contracts - Cases and Entitlements - Web-to-Case and Email-to-Case - Service Cloud Features |
| Topic 8: Activity Management and Chatter | 4% | - Tasks and Events - Chatter Best Practices - Chatter Groups and Feeds |
| Topic 9: Standard and Custom Objects | 8% | - Object Relationships (Lookup, Master-Detail) - Roll-up Summary Fields - Custom Object Creation - Standard Object Overview |
| Topic 10: Workflow and Process Automation | 17% | - Approval Processes - Flows (Screen Flows, Autolaunched Flows) - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Workflow Rules - Process Builder |
| Topic 11: Reports and Dashboards | 11% | - Summary Reports and Matrix Reports - Scheduling Reports - Report Builder - Joined Reports - Dashboard Components - Report Types |




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