590 Customer Reviews 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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Domain 4: Custom & Standard Objects (14%)
In the framework of this subject, the examinees need to have expertise in explaining the standard relationship model & object architecture; explaining how to design, delete, and configure fields & layouts on custom and standard objects, as well as understanding the results caused by deleting fields; defining how to design and assign record types, business processes, and page layouts, for standard and custom objects depending on a scenario.
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Salesforce ADM-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Topic 1: User Setup | 8% | - User Licenses - Profile Configuration - Role Hierarchy - Delegated Authentication - Permission Sets - User Creation and Management |
| Topic 2: Service Cloud Applications | 10% | - Service Cloud Features - Service Contracts - Web-to-Case and Email-to-Case - Omni-Channel - Cases and Entitlements |
| Topic 3: Data Management | 10% | - Duplicate Rules and Matching Rules - Data Quality Best Practices - Data Loader - Data Export - Data Import Wizard |
| Topic 4: Sales Cloud Applications | 10% | - Opportunity Management - Forecasting - Account and Contact Management - Products, Price Books, and Quotes - Sales Cloud Features |
| Topic 5: Activity Management and Chatter | 4% | - Chatter Best Practices - Chatter Groups and Feeds - Tasks and Events |
| Topic 6: Reports and Dashboards | 11% | - Dashboard Components - Report Builder - Scheduling Reports - Summary Reports and Matrix Reports - Joined Reports - Report Types |
| Topic 7: Salesforce Mobile App and Lightning Experience | 6% | - Lightning Experience Features - Navigation and UI Customization - Salesforce Mobile App Configuration |
| Topic 8: Workflow and Process Automation | 17% | - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Workflow Rules - Process Builder - Flows (Screen Flows, Autolaunched Flows) - Approval Processes |
| Topic 9: Standard and Custom Objects | 8% | - Roll-up Summary Fields - Object Relationships (Lookup, Master-Detail) - Custom Object Creation - Standard Object Overview |
| Topic 10: Security and Access | 12% | - Salesforce Shield - Field-Level Security - Record Access (OWD, Sharing Rules) - Object-Level Permissions - Login Hours and IP Ranges |
| Topic 11: Organization Setup | 4% | - User Interface - Fiscal Year - Lightning Experience vs Classic - Currency Management - Company Information |
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