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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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What Topics Are Covered in ADM-201 Exam?

This Salesforce Administrator certification exam evaluates the candidate's knowledge and competency in a long list of technical domains such as:

• Sales & Marketing Apps — Here, examinees need to identify the requirements and impacts of the sales, use opportunity tools to point out the right sales productivity options, know when to use different products alongside Books for Pricing, be aware of the power of automation tools & campaign maintenance, and know what can be done using the Salesforce content.
• App Exchange — In this final portion, candidates must show they know when to and when not to deploy AppExchange applications.
• Management of Activities and Collaboration — In this domain, candidates need to detail the benefits of activity management and talk about the aspects of Chatter like feed, security features, and the following.
• Reports on Analytics and Dashboards — This objective evaluates whether candidates know the tools accessible when making a report, how the sharing structure influences reports, the choices to be made while dealing with dashboards, and the uses of custom kinds of reports.
• Service as well as Support Apps — In this area, test-takers must explain the characteristics of managing cases, show how to automate case management, describe what can be done using the Salesforce knowledge, and finally, detail the power of Salesforce communities.
• Workflow as well as Process Automation — Here, candidates need to choose the perfect automation solution given the process or workflow and have an understanding of the capabilities of the processes for approval.
• Common & Custom Objects — For this topic, candidates must be able to define the standard architecture of objects, know how to edit fields and layouts of pages for custom and standard objects while realizing the impact of removing fields, and decide how to design and designate layouts of pages, types of records, and processes for various businesses for common and custom items.
• Organizational Setup — This first domain examines the candidate's ability to explain info available in the context of a company (for instance, fiscal year, working hours, managing currency, default issues) and to differentiate between the multiple UI aspects that an admin monitors (e.g., both UI & search settings, views list, layouts of homepages) while knowing the implications those features have.
• Security Features & Access — This objective involves describing all the security controls deployed by an organization, adopting the right security measures that are based on the characteristics of the Salesforce sharing model, determining the right way to use custom profiles or permissions taking into account the large numbers of profile settings, and describing how templates for communication, dashboards as well as various reports can be secured and organized with the aid of folders.
• Data Management — This segment tests whether candidates know what to consider before transferring, updating, and massively removing pieces of data. It also checks how well candidates can identify data management tools, describe the benefits of data tools for validation, and know the different backup options available.
• User Setup — This next area tests whether a candidate knows the steps involved in setting up a user and maintaining them (for example, assigning licenses, resetting passwords, and resolving user accounts that were locked). It also checks if candidates grasp what happens when they activate, deactivate, or freeze users.
• Desktop and Modern Administration — For this domain, examinees need to talk about what the Salesforce mobile application can do and also be familiar with the options available when installing and syncing the Salesforce lightning for outlook.

Salesforce ADM-201 Exam Syllabus Topics: