Salesforce Certified Administrator

Candidates should possess broad knowledge of Salesforce applications, regularly configure and manage Salesforce, and continuously look for ways their companies can get even more from additional features and capabilities

ABOUT THE SALESFORCE CERTIFIED ADMINISTRATOR PROGRAM

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The Salesforce Certified Administrator program is designed for individuals who have experience as a Salesforce administrator. The program encompasses the breadth of applications, the features and functions available to an end user, and the configuration and management options available to an administrator across the Sales, Service, and Collaboration Clouds.


The first credential in the program is the Salesforce Certified Administrator. This credential focuses on the features and functionality used to maintain a Salesforce implementation. The second level in the program is the Salesforce Certified Advanced Administrator. This credential is targeted toward the Salesforce Certified Administrator who has mastered Salesforce configuration maintenance, can demonstrate an understanding of administration best practices, and is able to use the advanced features and functionality to solve a variety of business problems.

Module 1

Introduction to Cloud Computing and SFDC

Learning Objectives- In this module, you will be able to understand Cloud Computing concepts, SFDC building blocks Apps, Tabs and other elements, Business and IT Benefits of SFDC, Different SFDC products and Editions, Development environment & Sandboxes.


Topics
 History of computing
 Service & Deployment models in the Cloud
 Market situation
 Benefits of the SFDC Cloud Platform
 Products and Editions
 Types of sandboxes & their features


Module 2
Building blocks of Force.com platform and Introduction to the student master app
Learning Objectives - In this module, you will learn to build a custom app on Force.com platform, Understand Company profile and License types, User licenses available in the Developer Org, Page Layout, Search Layouts, Object Limits and you will also learn about the App we are going to build during this course

Topics
 How to sign-up for a free development environment
 Look Company profile
 User licenses and License types
 Introduction to Student Master App
 Creating your app  Key object and tab
 Look at Page Layout & Search Layout for that object
 Look at some standard objects like Accounts & Opportunities & Contacts


Module 3
SFDC Data model, Objects, Relationships and Fields
Learning Objectives -In this module, you will be able to understand Standard and Custom Objects, Standard and Custom Fields and Datatypes, various Relationships, Lookup Filters, schema builder and explain the implications of deleting fields.

Topics
 Create Custom Objects & understand various properties in the Object definition section
 Customize standard objects
 What is possible and what is not possible
 Create Master Detail Relationship between two objects
 Create a lookup relationship between two objects
 Create a many-to-many relationship between objects
 Create lookup filters to restrict number of records in a relationship
 View the objects created in Schema Builder
 Delete few custom field & understand the implications
 Create different field types in the student app

Module 4
SFDC Security Model Org-Level General administrative features & Object Level features
Learning Objectives - In this module, you will be able to understand different levels Org-level, Object level, Record level, Org-level - Profile and Permission sets Login hours, network level and Object Level - Profile and Permission sets.

Topics
 Introduction to Security – Analogy
 Introducing Org-level security settings with profiles and permission sets
 Introducing Object level security settings with profiles & permission sets
 Difference between profiles & permission sets

Module 5
SFDC Security Model Object, Record and Field Level features
Learning Objectives - In this module, you will learn about Organization wide defaults, Role and Role Hierarchy, Criteria based sharing, Manual Sharing and Apex sharing reasons.

Topics
 Introduction to OWD
 Introduction to Role and Role Hierarchy
 Introduction to record sharing - Criteria based & Manual

Module 6
Business logic

Learning Objectives - In this module, you will learn 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, describe when to use and how to create formula fields, Enforcing Data quality and Integrity and Validation rules.

Topics
 Need for different business processes for different departments and leveraging record types and page layout
 Need for formula fields and different types of functions
 Different ways to enforce data quality
 Perform basic field level validations

Module 7
Business Process Automation

Learning Objectives - In this module, you will learn when workflow rules are evaluated, the capabilities of workflow rules and actions, given a scenario, identify the appropriate workflow solution. You will also learn about the capabilities and use cases for the approval process and Introduction to Lightning Process builder.

Topics
 Workflow features and options
 Approval features and options
 Limitations and Considerations for using workflow and approvals
 Introducing Process builder
 Compare Workflow
 Approval and Process Builder features

Module 8
Introduction to Sales Cloud 

Learning Objectives - In this module, you will understand the different sales processes in any organization, Sales Productivity Features, Lead management, products and price books, campaign management.

Topics
 Capture Leads from website and Lead assignment rules
 Customize Lead
 Create queue
 Key sales objects Accounts
 Contacts  Opportunity
 Opportunity teams and Account teams
 Using Chatter for collaboration in the sales process across teams
 Reports -Standard and Custom reports 


Module 9
Introduction to Service Cloud

Learning Objectives - In this module, you will learn about the capabilities of case management, given a scenario, identify how to automate case management. You will also learn about the capabilities of solution management, the basic capabilities of Communities, the capabilities of the Community application, such as Ideas and Answers and the capabilities of Sales force Knowledge.

Topics
 Capture cases from website and email
 Customize case process
 Solutions
 Communities and Salesforce Knowledge.

Module 10
Data handling and processing
Learning Objectives - In this module, you will learn about the considerations when importing, updating, transferring, and mass deleting data, given a scenario, identify tools and use cases for managing data. You will also learn about the capabilities and implications of the data validation tools and the different ways to back up data

Topics
 Data Handling and Processing Overview
 Exporting data and Regular Backup
 Importance of record IDs, Install Apex Data loader
 Use the Import Wizard and Data Loader and compare the features
 Update
 Upsert operations
 Delete and Hard Delete records
 Transfer record ownership

Module 11
Reports and Dashboards
Learning Objectives -In this module, you will learn about the options available when creating or customizing a report, the impact of the sharing model on reports, the options available when creating and modifying dashboards and the capabilities of custom report types.

Topics
 Execute a report with and without modifications
 Create a simple tabular report
 Summary and matrix report
 Add a chart and few other features like highlighting
 Create a custom report type and store in a folder
 User filters in reports
 Create a simple dashboard

Module 12
Salesforce1, Salesforce A, SF for Outlook
Learning Objectives - In this module you will learn about the capabilities of Salesforce1 and Salesforce and the installation and synchronization options of Salesforce for Outlook.

Topics
 Customizable parts of the SF1 app, security and customisable settings
 Navigation menu
 Compact layouts and Mobile cards
 Basic admin activities on Salesforce A
 Outlook and SF synch up

Module 13
Activity Management, AppExchange, Content and folder management
Learning Objectives - In this module, you will be able to identify use cases for AppExchange applications, describe the capabilities of Salesforce Content, Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents and describe the capabilities of activity management.

Topics
 Activity management - Tasks, Events and Open activities
 Creating and tracking tasks and events
 Folders and Document templates and AppExchange

Module 14
Chatter and Global action and Publisher layouts
Learning Objectives - In this module, you will learn about the Global action and publisher layouts and the features of Chatter.

Topics
 Chatter groups, feeds, people, Files, Follow records, people, groups
 Topics and Files
 Global action types-Create
 Log a call
 Custom VF page
 Custom canvas
 Publisher layout
 Global an Object specific actions

Module 15
Mock Test - MCQ format 

Learning Objectives -In this module, you will be able to test the understanding of the various concepts covered in this course and help you to prepare for the ADM201 certification exam

About the Exam

All proctored Salesforce certification exams can be scheduled as an onsite or online exam.

Quick facts about the exam:

  • 60 multiple-choice/multiple-select questions* (2-5 unscored questions may be added)
  • 90 minutes allotted to complete the exam (time allows for unscored questions)
  • 65% is the passing score
  • No hard-copy or online materials may be referenced during the exam
  • Available in English, French, German, Spanish and Brazilian Portuguese
  • No prerequisites, however; Administration Essentials for New Admins (ADM 201), Administration Essentials for New Administrators and Certification (ADM 201C), and Salesforce Proficiency Pack for Admins are recommended
  • The Preparing for Your Salesforce Administrator Certification, a course is also recommended

*Please note that on occasion, Salesforce Certification may place a small number of unscored questions on an exam in order to gather data on question performance. These unscored exam questions are in addition to the 60 scored questions on your exam, and have no impact whatsoever on your final exam results. Exam time has been evaluated to accommodate the inclusion of unscored questions. Your exam results will be based on the 60 scored questions.