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Domain 6: Support & Service Applications (13%)
This topic area checks the learners’ skills in explaining the case management capabilities (including case comments, case processes, and case settings); identifying how to automate case management depending on a scenario (including auto-response, case assignment, escalation, email-to-case, web-to-case, case teams); explaining the Salesforce Knowledge capacities; explaining the Salesforce Communities capacities.
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.
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
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Salesforce ADM-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Service Cloud Applications | 10% | - Web-to-Case and Email-to-Case - Omni-Channel - Service Contracts - Service Cloud Features - Cases and Entitlements |
| Activity Management and Chatter | 4% | - Chatter Best Practices - Tasks and Events - Chatter Groups and Feeds |
| Salesforce Mobile App and Lightning Experience | 6% | - Salesforce Mobile App Configuration - Lightning Experience Features - Navigation and UI Customization |
| Reports and Dashboards | 11% | - Dashboard Components - Report Builder - Joined Reports - Scheduling Reports - Summary Reports and Matrix Reports - Report Types |
| Sales Cloud Applications | 10% | - Products, Price Books, and Quotes - Account and Contact Management - Sales Cloud Features - Opportunity Management - Forecasting |
| Standard and Custom Objects | 8% | - Roll-up Summary Fields - Object Relationships (Lookup, Master-Detail) - Standard Object Overview - Custom Object Creation |
| Data Management | 10% | - Data Import Wizard - Data Export - Data Loader - Data Quality Best Practices - Duplicate Rules and Matching Rules |
| Security and Access | 12% | - Salesforce Shield - Object-Level Permissions - Record Access (OWD, Sharing Rules) - Field-Level Security - Login Hours and IP Ranges |
| Organization Setup | 4% | - Company Information - Currency Management - Fiscal Year - Lightning Experience vs Classic - User Interface |
| User Setup | 8% | - User Licenses - Permission Sets - Profile Configuration - User Creation and Management - Role Hierarchy - Delegated Authentication |
| Workflow and Process Automation | 17% | - Flows (Screen Flows, Autolaunched Flows) - Approval Processes - Workflow Rules - Process Builder - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) |



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