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Domain 7: Activity Management & Collaboration (3%)

This section encompasses one’s skills in explaining the activity management capacities (public calendars, events, manage tasks, multi-day events) as well as explaining the Chatter features (groups, security, feed).

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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Salesforce ADM-201 Exam Syllabus Topics:

SectionWeightObjectives
Topic 1: Agentforce AI8%- AI capabilities
  • 1. AI features and usage guidelines
  • 2. Agentforce setup and configuration
Topic 2: Sales and Marketing Applications10%- Marketing tools
  • 1. Campaigns, campaign influence
  • 2. Marketing automation capabilities
- Sales Cloud features
  • 1. Lead management, conversion, assignment rules
  • 2. Opportunity management, stages, products, price books
Topic 3: Configuration and Setup15%- Security and access
  • 1. Profiles, permission sets, roles and sharing rules
  • 2. Password policies and login access
- User interface configuration
  • 1. Declarative customization options
  • 2. Navigation and global settings
- Company settings
  • 1. Default settings and organizational structure
  • 2. Fiscal year, business hours, currency management
Topic 4: Object Manager and Lightning App Builder15%- Object customization
  • 1. Page layouts, record types, business processes
  • 2. Standard and custom objects, fields, relationships
- Lightning App Builder
  • 1. App navigation and customization
  • 2. Custom Lightning pages and components
Topic 5: Service and Support Applications10%- Case management
  • 1. Cases, queues, assignment rules, escalation rules
  • 2. Support processes and entitlements
- Knowledge and Communities
  • 1. Community configuration and access
  • 2. Knowledge base setup and usage
Topic 6: Automation15%- Process Automation
  • 1. Flow Builder, approval processes
  • 2. Email alerts, field updates, tasks
Topic 7: Productivity and Collaboration10%- Chatter
  • 1. Feeds, groups, collaboration features
- Mobile and integrations
  • 1. Salesforce Mobile App capabilities
  • 2. AppExchange and third-party integrations
- Activity management
  • 1. Tasks, events, calendars
Topic 8: Data and Analytics Management17%- Reports and dashboards
  • 1. Dashboard components and sharing
  • 2. Report types, creation, customization
- Data management
  • 1. Data validation and quality tools
  • 2. Import, update, export, mass delete, backup

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