PDF VersionDomain 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/
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- ADM201 Administration Essentials for New Admins Course Overview
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Salesforce ADM-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Reports and Dashboards | 11% | - Dashboard Components - Scheduling Reports - Report Builder - Joined Reports - Report Types - Summary Reports and Matrix Reports |
| Activity Management and Chatter | 4% | - Chatter Groups and Feeds - Tasks and Events - Chatter Best Practices |
| Organization Setup | 4% | - User Interface - Lightning Experience vs Classic - Currency Management - Company Information - Fiscal Year |
| Service Cloud Applications | 10% | - Cases and Entitlements - Omni-Channel - Service Cloud Features - Web-to-Case and Email-to-Case - Service Contracts |
| Security and Access | 12% | - Field-Level Security - Login Hours and IP Ranges - Object-Level Permissions - Record Access (OWD, Sharing Rules) - Salesforce Shield |
| Data Management | 10% | - Data Import Wizard - Data Quality Best Practices - Duplicate Rules and Matching Rules - Data Loader - Data Export |
| Salesforce Mobile App and Lightning Experience | 6% | - Navigation and UI Customization - Salesforce Mobile App Configuration - Lightning Experience Features |
| Standard and Custom Objects | 8% | - Object Relationships (Lookup, Master-Detail) - Roll-up Summary Fields - Standard Object Overview - Custom Object Creation |
| Sales Cloud Applications | 10% | - Account and Contact Management - Opportunity Management - Sales Cloud Features - Forecasting - Products, Price Books, and Quotes |
| User Setup | 8% | - User Creation and Management - Delegated Authentication - User Licenses - Profile Configuration - Permission Sets - Role Hierarchy |
| Workflow and Process Automation | 17% | - Flows (Screen Flows, Autolaunched Flows) - Process Builder - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Workflow Rules - Approval Processes |
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