Domain 5: Sales & Marketing Applications (14%)
Within this domain, the students should confirm their ability to define the sales process capacitates and impact depending on a scenario; determine the relevant sales productivity features with the help of opportunity tools, as well as understand when Price Books and products should be utilized depending on a scenario; define the capacities of campaign management and lead automation tools; define the Salesforce Content capacity.
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.
Who Is Salesforce Administrator Certification Intended for?
The Salesforce Administrator certificate is designed for those already familiar with Salesforce products and who want to help their company reap more benefits by incorporating extra features. Candidates need to know what Salesforce features are offered to end-users and how the Salesforce Certified Administrator can configure them. Applicants should also be able to maintain a business that uses Salesforce applications, fulfill common business needs, and carry out the functions of an administrator using Salesforce tools. Lastly, test-takers should have at least 6 months' experience working as a Salesforce Administrator before they enroll for ADM-201 exam.
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Salesforce ADM-201日本語 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: User Setup | 8% | - Delegated Authentication - Profile Configuration - User Licenses - Permission Sets - User Creation and Management - Role Hierarchy |
| Topic 2: Activity Management and Chatter | 4% | - Chatter Groups and Feeds - Tasks and Events - Chatter Best Practices |
| Topic 3: Service Cloud Applications | 10% | - Service Contracts - Cases and Entitlements - Web-to-Case and Email-to-Case - Service Cloud Features - Omni-Channel |
| Topic 4: Workflow and Process Automation | 17% | - Workflow Rules - Approval Processes - Process Builder - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Flows (Screen Flows, Autolaunched Flows) |
| Topic 5: Standard and Custom Objects | 8% | - Standard Object Overview - Custom Object Creation - Object Relationships (Lookup, Master-Detail) - Roll-up Summary Fields |
| Topic 6: Organization Setup | 4% | - Fiscal Year - Currency Management - Lightning Experience vs Classic - Company Information - User Interface |
| Topic 7: Salesforce Mobile App and Lightning Experience | 6% | - Salesforce Mobile App Configuration - Navigation and UI Customization - Lightning Experience Features |
| Topic 8: Security and Access | 12% | - Record Access (OWD, Sharing Rules) - Object-Level Permissions - Salesforce Shield - Login Hours and IP Ranges - Field-Level Security |
| Topic 9: Sales Cloud Applications | 10% | - Products, Price Books, and Quotes - Account and Contact Management - Sales Cloud Features - Forecasting - Opportunity Management |
| Topic 10: Data Management | 10% | - Data Import Wizard - Data Quality Best Practices - Duplicate Rules and Matching Rules - Data Export - Data Loader |
| Topic 11: Reports and Dashboards | 11% | - Summary Reports and Matrix Reports - Joined Reports - Scheduling Reports - Report Types - Report Builder - Dashboard Components |
