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Exam ID : ADM-201

Exam Title : Administration Essentials for New Admins ADM201 (Salesforce)

Questions : 60

Pass Marks : 65%

Duration : 105 minutes

Exam Type : Multiple Choice



Administration Essentials for New Admins is designed for:

• New system administrators responsible for the setup, configuration, and maintenance of their organizations Salesforce applications

• Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers

You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually. Both formats provide demonstrations, hands-on exercises, and personal attention from the instructor as well as interaction with your peers. For the virtual class, all you need is a web browser and a telephone to watch, listen, and get hands-on experience with the application.



Customize your application, including page layouts, fields, tabs, and business processes

• Create a secure Salesforce environment

• Maintain and import clean data

• Create high-value reports and dashboards

• Set up workflow automation



Getting Around the App

• Understand the data model and navigation

• Find answers in Help & Training

Getting Your Organization Ready for Users

• Set up the company profile

• Configure the user interface

• Set up activities and calendars

• Configure search settings

• Set up Chatter

Setting Up and Managing Users

• Manage user profiles

• Create and manage users

• Troubleshoot user login issues

• Understand SalesforceA capabilities

• Set up Chatter Free and Chatter external users

• Understand Salesforce1 settings

Security and Data Access

• Restrict logins

• Determine object access

• Set up record access

• Manage record access with the role hierarchy

• Deal with record access exceptions

• Control access to events

• Manage field-level security

Customization: Fields

• Administer standard fields

• Create new custom fields

• Create selection fields: picklists and lookups

• Create formula fields

• Work with page layouts

• Work with record types and business processes

• Maintain data quality

Managing Data

• Import new records using import wizards

• Update existing records with the data loader

• Keep records up to date with Data.com and social accounts and contacts

• Mass transfer records between users

• Back up data with a weekly export

• Mass delete records

Reports and Dashboards

• Run and modify reports

• Create new reports with the report builder

• Filter reports

• Summarize report data with formulas and visual summaries

• Print, export, and email reports

• Build dashboards Automation

• Manage email administration

• Set up workflow rules and Process Builder

• Automate leads and cases

Managing the Support Process

For virtual classroom attendees, this content is delivered as an online module.

• Automate the support process

• Understand the Salesforce Console

• Enable collaboration in the Service Cloud

• Analyze support data with reports and dashboards



The Salesforce Certified Administrator test has the following characteristics:

 Content: 60 multiple-choice/multiple-select questions

 Time allotted to complete the exam: 105 minutes

 Passing score: 65%

 Registration fee: USD 200, plus applicable taxes as required per local law

 Retake fee: USD 100, plus applicable taxes as required per local law

 Delivery options: Proctored test delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.

 References: No hard-copy or online materials may be referenced during the exam.

 Prerequisite: None required; course attendance highly recommended

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