Salesforce Certified Administrator – ADM 201 – Live Online Training

 –> This training session will help you to clear the Salesforce Certified Administrator (ADM-201) exam.
   –> This will cover all the exam objectives through hands-on practice in dedicated org.

Session 1 ( 3 HRs )

Introduction to Salesforce CRM

  • About Salesforce and its various Certifications Exams and Program
  • Salesforce Audience
  • About salesforce releases (Summer, Spring, Winter etc)

 Organizational Setup: (3%)

  • Describe the information found in the company settings (for example, fiscal year, business hours, currency management, default settings).
  • Distinguish between the various UI features that an administrator controls, including the implications (for example, UI settings, search settings, list views, homepage layouts).

  User Setup: (7%)

  • Identify the steps to set up and/or maintain a user (for example, assign licenses, reset passwords, and resolve locked user accounts).
  • Understand the implications of activating, deactivating, or freezing a user.

Security and Access: (13%)

  • Explain the various organization security controls (for example, passwords, IP restrictions, identity confirmation, network settings).
  • Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (for example, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups).
  • Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions.
  • Describe how folders can be used to organize and secure communication templates, dashboards, and reports.

Session 2 ( 3 HRs )

Standard and Custom Objects: (14%)

  • Describe the standard object architecture and relationship model.
  • Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields.
  • Given a scenario, determine how to create and assign page layouts, record types, and business processes for custom and standard objects.

Sales and Marketing Applications: (14%)

  • Given a scenario, identify the capabilities and implications of the sales process.
  • Given a scenario, identify the appropriate sales productivity features using opportunity tools, and know when products and Price Books should be used.
  • Describe the capabilities of lead automation tools and campaign management.
  • Describe the capability of Salesforce Content.

Session 3 ( 3 HRs )

Service and Support Applications: (13%)

  • Describe the capabilities of case management (for example, case processes, case settings, and case comments).
  • Given a scenario, identify how to automate case management (for example, case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).
  • Describe the capabilities of Salesforce Knowledge.
  • Describe the capabilities of the Community application (for example, Ideas and Answers).

Activity Management and Collaboration: (3%)

  • Describe the capabilities of activity management (for example, manage tasks, events, public calendars, multi-day events.
  • Describe the features of Chatter (for example, feed, groups, following, security).

Data Management: (10%)

  • Describe the considerations when importing, updating, transferring, and mass deleting data (for example, CSV files, data quality, field mapping, record IDs, external IDs, duplicate records).
  • Given a scenario, identify tools and use cases for managing data (for example, dataloader, data import wizard).
  • Describe the capabilities and implications of data validation tools.
  • Describe the different ways to backup data (for example, data export service, exports, data Loader).

Session 4 ( 3 HRs )

Analytics—Reports and Dashboards: (10%)

  • Describe the options available when creating or customizing a report (for example, report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting).
  • Describe the impact of the sharing model on reports.
  • Describe the options available when creating and modifying dashboards (for example, dashboard components, data sources, chart types, scheduling, and running user).
  • Describe the capabilities of custom report types.

Workflow/Process Automation: (8%)

  • Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process.
  • Describe capabilities and use cases for the approval process.

Desktop and Mobile Administration: (3%)

  • Describe the capabilities of the Salesforce Mobile App.
  • Describe the installation and synchronization options of Salesforce Lightning for Outlook.

AppExchange: (2%)

  • Identify use cases for AppExchange applications.

Session 5 ( 3 HRs )

  • Discussion of exam overview through some practice sets.
  • Discussion related to Maintenance of earned Salesforce Certification

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