Salesforce ADM-201 : Administration Essentials for New Admins ADM201 Exam
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Test Number : ADM-201
Test Name : Administration Essentials for New Admins ADM201
Vendor Name : Salesforce
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ADM-201 test Format | ADM-201 Course Contents | ADM-201 Course Outline | ADM-201 test Syllabus | ADM-201 test Objectives
Exam ID : ADM-201
Exam Title : Administration Essentials for New Admins ADM201 (Salesforce)
Questions : 60
Pass Marks : 65%
Duration : 105 minutes
Exam Type : Multiple Choice
Administration Essentials for New Admins is designed for:
• New system administrators responsible for the setup, configuration, and maintenance of their organizations Salesforce applications
• Other groups that would benefit from deepening their knowledge of Salesforce, including power users, sales operations, and IT managers
You can take this course in person or in a virtual classroom. Participants can save travel expenses by taking the class virtually. Both formats provide demonstrations, hands-on exercises, and personal attention from the instructor as well as interaction with your peers. For the virtual class, all you need is a web browser and a telephone to watch, listen, and get hands-on experience with the application.
Customize your application, including page layouts, fields, tabs, and business processes
• Create a secure Salesforce environment
• Maintain and import clean data
• Create high-value reports and dashboards
• Set up workflow automation
Getting Around the App
• Understand the data model and navigation
• Find answers in Help & Training
Getting Your Organization Ready for Users
• Set up the company profile
• Configure the user interface
• Set up activities and calendars
• Configure search settings
• Set up Chatter
Setting Up and Managing Users
• Manage user profiles
• Create and manage users
• Troubleshoot user login issues
• Understand SalesforceA capabilities
• Set up Chatter Free and Chatter external users
• Understand Salesforce1 settings
Security and Data Access
• Restrict logins
• Determine object access
• Set up record access
• Manage record access with the role hierarchy
• Deal with record access exceptions
• Control access to events
• Manage field-level security
• Administer standard fields
• Create new custom fields
• Create selection fields: picklists and lookups
• Create formula fields
• Work with page layouts
• Work with record types and business processes
• Maintain data quality
• Import new records using import wizards
• Update existing records with the data loader
• Keep records up to date with Data.com and social accounts and contacts
• Mass transfer records between users
• Back up data with a weekly export
• Mass delete records
Reports and Dashboards
• Run and modify reports
• Create new reports with the report builder
• Filter reports
• Summarize report data with formulas and visual summaries
• Print, export, and email reports
• Build dashboards Automation
• Manage email administration
• Set up workflow rules and Process Builder
• Automate leads and cases
Managing the Support Process
For virtual classroom attendees, this content is delivered as an online module.
• Automate the support process
• Understand the Salesforce Console
• Enable collaboration in the Service Cloud
• Analyze support data with reports and dashboards
The Salesforce Certified Administrator test has the following characteristics:
=> Content: 60 multiple-choice/multiple-select questions
=> Time allotted to complete the exam: 105 minutes
=> Passing score: 65%
=> Registration fee: USD 200, plus applicable taxes as required per local law
=> Retake fee: USD 100, plus applicable taxes as required per local law
=> Delivery options: Proctored test delivered onsite at a testing center or in an online proctored environment. Click here for information on scheduling an exam.
=> References: No hard-copy or online materials may be referenced during the exam.
=> Prerequisite: None required; course attendance highly recommended
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Salesforce for cheat sheet
With the challenging economic circumstances they now face due to the coronavirus pandemic and the united kingdom's impending exit from the ecu Union,Â businesses at the moment are more than ever looking for a brand new ability to force income and expand their attain, lest their final analysis turns from black to purple.
One accepted approach is to diversify their customer base. although, this larger set of consumers gifts its own challenges, chieflyÂ the enhanced want for cautious management in an effort to be sure that income are maximised, relationships are maintained, and that repeat customized is all but assured.
consumer relationship management (CRM) software has long past a long way to making the procedure of managing hundreds of consumers, as well because the advertising and promoting of products and services to them, a a bit less daunting manner.
but to bear in mind how to use CRM utility and techniques as it should be, companies needÂ CRM documentation to clarify to the clients how they could get began with it, as well as enshrine the ultimate practices mandatory to get essentially the most out ofÂ such systems.
Why have CRM documentation?
improvements in exact
years have seen CRM application become simpler to use and extra user-pleasant. tools built by using the likes of Salesforce are additionally perpetually increasing whatâ€™s possible, including new marketing aspects and functionality like records analytics with each and every new release. This has helped companies make certain they are profiting from every income chance.
although, the sheer volume and diversity of CRM tools accessible to groups can be a challenge to navigate. this is especially true for any employees which have develop into used to the usage of older utility, whether thatâ€™s logging movements in Excel or holding paper info of customer particulars. even with how utility-savvy your staff is, CRM documentation is an incredibly effective accomplice device to the utility itself.
outside of customary usability, most companies constantly discover CRM documentation incredibly constructive when it comes to informing group of workers about regulatory compliance. records protection, as an example, is among the most vital components for every enterprise today, and each employee should still be popular with most suitable practices beneath both the information insurance policy Act 2018 and GDPR.
CRM documentation allows for businesses to retain a listing of gold standard practices and instructions for all of these considerations, eliminating the problem of employees having to are seeking for suggestions from these in can charge, or being pressured to contact assist brokers for the application. It additionally reduces the chance that employees will are searching for answers on-line, the place guidance may also be inaccurate, inappropriate for the task, or easily inconsistent with what other employees are doing throughout the company.
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finally, having accompanying documentation with a CRM gadget is a legit method of empowering personnel to troubleshoot their own complications, making them greater self-ample and cutting back the pressure on the wider company, principally these within the IT aid facet.
powerful CRM documentation should still deliver a type of cheat sheet for newer personnel, and a secure reference factor for these greater experienced with a system. If an organization at all times hears of employees fighting a CRM system, itâ€™s very possible the documentation is poorly developed.
a way to create useful CRM documentation
The trick to creating valuable CRM documentation is to imagine how you would explain the use of the companyâ€™ CRM setup within the most elementary approach whereas offering sufficient aspect to avoid any skills mistakes.
despite the fact creating such documentation could appear to be a frightening task, the premiere strategy is to study it from the aspect of view of the reader and check out no longer to overwhelm them with too a whole lot element. for instance, keep away from elaborating on the CRM aspects which are not quintessential to the enterprise's consumer relationship activity.
having said that, you additionally deserve to make sure that the documentation comprises ample tips to keep the user from misinterpreting the particulars of a selected task â€“ with probably dire consequences for the enterprise. When it comes to probably the most advanced capabilities, itâ€™s primarily critical to make an effort to explain them step-with the aid of-step as a substitute of simply speeding through and confusing the reader.
what is extra, writing the documentation doesnâ€™t must be a one-grownup project. in reality, it can be particularly positive to involve other departments with the CRM system, such as it, to contribute their opinion. You may additionally accept as true with sourcing the expertise of an exterior tech creator who would be capable of use their abilities to clarify the technicalities within the most purchasable and understandable language possible.
normal, when developing helpful CRM documentation, collaboration is key and all comments is valuable. in any case, this may be the deciding aspect in creating a documentation which is informative, however additionally doesnâ€™t alienate people who arenâ€™t fluent in nuanced technical jargon.
As such,Â collaboration will need to be an ongoing method. As many CRM methods are cloud-primarily based, they are sometimes up to date with new points and performance that regularly gets pushed out immediately to the person base. This capacity that a collection of guidance and person counsel in the responding documentation may well be rendered moot or out of date.
by using continually reviewing the documentation and being aware of exact
or upcoming updates to a CRM suite, a business can ensure its employees aren't shocked when a user interface undergoes a remodel, for example, or a collection of new capabilities are added into their device of choice.
retaining a digital reproduction of the documentation in a cloud-based carrier is a technique to ensure a business can commonly distribute up-to-date CRM documentation.Â A cloud-based collaboration gadget could additionally enable other americans within the business to add their techniques to a document, assisting ensure it serves as many people as need it throughout an supplier.
Taking day out of a busy schedule to create an explanatory and guidelines doc could look like whatever thing IT people may are looking to ignore.
but the advantage benefits, reminiscent of all and sundry working within the CRM equipment to the same ordinary and understanding, could not simplest help bolster the development of consumer relationships but also in the reduction of the strain on the IT branch and motivate users to take ownership of their own CRM building and troubleshooting.
All of this has the scope of benefiting a enterprise universal, ensuring everyone is productive and valuable without the need to overwhelm them with work.
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