Salesforce Administration – Adm 201

Audience for ADM 201 Certification:

Administration Essentials is designed for new system administrators responsible for the setup, configuration, and maintenance of their organizations’ Salesforce applications.Administration Essentials is our most popular course.  It’s a must both for new administrators or those who want to brush up on their core skills. You’ll learn how to set up, configure, maintain, and customize Salesforce CRM. The course also covers key features, including enterprise security, data utilities, and analytics.

Salesforce ADM 201-Administrator: Basic contents:

  • Organization Setup
  • User Access Setup
  • Configuration of Global User Interface
  • Security and Access control
  • Standard and Custom Objects creation and modification
  • In-depth knowledge of Sales Cloud Applications
  • In-depth knowledge of Service Cloud Applications
  • Activity Management
  • Chatter Implementation
  • Data export and import
  • Content and Document Management
  • Configuration of  Reports and Dashboards
  • Workflow Automation
  • Desktop and Mobile Administration
  • App Exchange​

ADM 201 certification Syllabus: This very popular certification course among salesforce consultants globally.Most of the people take this certification as the entry pass for a salesforce job. ADM 201 certification questions are always new and keep changing. You need to be well versed with the concept and subject before this exam.

Organization Setup

Describe the components of the company profile

User Setup

Identify the steps to set up and maintain a user
Given a scenario, troubleshoot common user access and visibility issues

Global User Interface

Distinguish between and identify the implications of the various user interface features that an administrator controls

Security and Access

Explain the various organization security options
Describe the features and capabilities of the sharing model
Given a scenario, apply the appropriate security controls

Describe the various profiles controls

Describe the standard object architecture and relationship model
Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects
Given a scenario, determine the appropriate fields and page layouts for custom and standard objects
Explain how to create, delete, and customize record types for custom and standard objects
Given a scenario, determine the appropriate record types and business processes for custom and standard objects
Explain the implications of deleting fields
Describe when to use and how to create formula fields

Sales Cloud Applications

Given a scenario, identify the capabilities and implications of the sales process
Given a scenario, identify when to apply the appropriate sales productivity features
Describe the capabilities of products and price books
Describe the capabilities of lead management
Given a scenario, identify how to automate lead management
Describe the capabilities of campaign management

Service Cloud Applications

Describe the capabilities of case management
Given a scenario, identify how to automate case management
Describe the capabilities of solution management
Describe the basic capabilities of portals
Describe the capabilities of the Community application, such as Ideas and Answers
Describe the capabilities of Salesforce Knowledge

Activity Management

Describe the capabilities of activity management

Chatter

Describe the features of Chatter

Data Management

Describe the considerations when importing, updating, transferring, and mass deleting data
Given a scenario, identify tools and use cases for managing data
Describe the capabilities and implications of the data validation tools
Describe the different ways to back up data

Content and Folder Management

Describe the capabilities of Salesforce Content
Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents

Analytics – Reports and Dashboards

Describe the options available when creating or customizing a report
Describe the impact of the sharing model on reports
Describe the options available when creating and modifying dashboards
Describe the capabilities of custom report types

Workflow Automation

Describe when workflow rules are evaluated
Describe the capabilities of workflow rules and actions
Given a scenario, identify the appropriate workflow solution
Describe capabilities and use cases for the approval process

Desktop and Mobile Administration

Describe the capabilities of Mobile Lite
Describe the installation and synchronization options of Salesforce for Outlook

Course Duration : 20 – 25 Hours

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