Domain 9: Analytics Reports & Dashboards (10%)
This objective includes the candidates’ abilities related to explaining the options available during report creation and customization (report format, report type, summarizing data, charting, fields, conditional highlighting, filtering data, scheduling); explaining the sharing model effect on reports; explaining the options available when dashboards creation and modification (chart types, data sources, subscribing, dashboard components, running user); explaining the capacities of custom report kinds.
Reference: https://trailhead.salesforce.com/en/academy/classes/adm201-administration-essentials-for-new-admins/
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Domain 6: Support & Service Applications (13%)
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Domain 2: User Setup (7%)
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Salesforce ADM-201 Exam Syllabus Topics:
| Section | Weight | Objectives |
|---|---|---|
| Workflow and Process Automation | 17% | - Approval Processes - Process Builder - Workflow Actions (Email Alerts, Field Updates, Tasks, Outbound Messages) - Workflow Rules - Flows (Screen Flows, Autolaunched Flows) |
| Standard and Custom Objects | 8% | - Custom Object Creation - Object Relationships (Lookup, Master-Detail) - Roll-up Summary Fields - Standard Object Overview |
| Salesforce Mobile App and Lightning Experience | 6% | - Lightning Experience Features - Navigation and UI Customization - Salesforce Mobile App Configuration |
| Security and Access | 12% | - Field-Level Security - Record Access (OWD, Sharing Rules) - Object-Level Permissions - Login Hours and IP Ranges - Salesforce Shield |
| Activity Management and Chatter | 4% | - Chatter Best Practices - Chatter Groups and Feeds - Tasks and Events |
| User Setup | 8% | - Role Hierarchy - Delegated Authentication - User Creation and Management - User Licenses - Permission Sets - Profile Configuration |
| Sales Cloud Applications | 10% | - Forecasting - Products, Price Books, and Quotes - Account and Contact Management - Sales Cloud Features - Opportunity Management |
| Data Management | 10% | - Data Quality Best Practices - Data Export - Data Loader - Duplicate Rules and Matching Rules - Data Import Wizard |
| Organization Setup | 4% | - User Interface - Company Information - Fiscal Year - Lightning Experience vs Classic - Currency Management |
| Reports and Dashboards | 11% | - Dashboard Components - Summary Reports and Matrix Reports - Scheduling Reports - Joined Reports - Report Types - Report Builder |
| Service Cloud Applications | 10% | - Cases and Entitlements - Omni-Channel - Web-to-Case and Email-to-Case - Service Contracts - Service Cloud Features |
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