ADM-201 Exam Format | Course Contents | Course Outline | Exam Syllabus | Exam 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
Customization: Fields
• 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
Managing Data
• 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 exam 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 exam 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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Question #137 Section 11
What are two considerations for the Org Recycle Bin? (Choose two.)
A. You can restore reports and dashboards.
B. Deleted records remain in the recycle bin for 15 days.
C. Records are permanently deleted when using the "Delete" button.
D. Records in the Recycle Bin count against your org's storage usage.
Answer: AB
Question #138 Section 11
Users at Universal Containers need the ability to save email templates in the following folder: "Unified Public
Email Templates"
Currently, users are unable to do so.
Which action should a System Administrator take to allow users to save emails to this folder?
A. Navigate to the profile of each user and check the box for Manage Public Templates.
B. Navigate to the email templates and manually share each with the specific users.
C. Navigate to the email templates and manually share each with the Profile of the specific users.
D. Navigate to the user record and check the box for Manage Public Templates.
Answer: A
Question #139 Section 11
Ursa Major Solar utilizes Accounts in its Sales process; however, not all users have access to them. New users
require Read access to Accounts. Additionally, four new users require Edit access.
What should an Administrator do to configure access for the new users?
A. Configure a profile to grant Account View access and a Permission Set to grant Account Edit access to
specific users.
B. Configure a profile to grant Account Edit access and a Permission Set to restrict Read access to specific
users.
C. Configure a sharing rule for Account View access and another sharing rule for Edit access to specific
users.
D. Configure a Permission Set to grant Account Edit access to specific users and modify the Standard User
profile.
Answer: A
Question #140 Section 11
Ursa Major Solar's support team currently has a very high call volume. They want to decrease this volume by
creating a self-service community that will host published articles with Frequently Asked Questions (FAQs), and
provide a chat with Help Desk representatives.
Which two features should be used to fulfill this goal? (Choose two.)
A. SOS
B. Knowledge
C. Content
D. Chat
Answer: AD
Question #141 Section 11
At Ursa Major Solar, an Administrator has set up a new user.
The user needs to activate the account before the email link expires by default.
How long does the user have before the link expires?
A. 10 days
B. 14 days
C. 6 days
D. 7 days
Answer: D
Question #142 Section 11
Ursa Major is onboarding 15 new employees in three weeks.
The Administrator needs to create user records in Salesforce without activating them.
Which two methods allow the Administrator to achieve this goal? (Choose two.)
A. Click Add Multiple Users and ensure that Generate New Password and Notify User Immediately are
unchecked.
B. Create them with the User Import Wizard and ensure that Active is unchecked.
C. Schedule a Time-Dependent Workflow to create users in three weeks.
D. Create a .csv file ensuring that IsActive = False, and use the data loader to insert.
Answer: AD
Question #143 Section 11
Ursa Major Solar placed a time-dependent action in the workflow queue when the record was created.
What are two situations that will cause this action to be removed from the queue? (Choose two.)
A. If the action is deleted from the workflow queue
B. If another record triggers the same workflow rule
C. If the record no longer matches the rule criteria
D. If a validation rule is triggered for the record
Answer: AC
Question #144 Section 11
What are two considerations for sharing email template folders? (Choose two.)
A. Sharing on Lightning email templates in inherited from the folder it is in.
B. Sharing a folder shares all subfolders in that folder.
C. Subfolders are shared separately from the parent folder.
D. Lightning email templates support packaging.
Answer: AB
Question #145 Section 11
Anytime an Opportunity is moved to Closed Won, Sales reps at Universal Containers (UC) are supposed to create
a record on a child object of Opportunities called Survey Request.
This action, however, does not always occur. Sales reps do not always populate all fields correctly.
Which tool should be used to remove permissions from Sales to create these records and automate record creation?
A. Workflow
B. Flow
C. Process Builder
D. Approvals
Answer: C
Question #146 Section 11
In which two locations can a system administrator assign a page layout? (Choose two.)
A. Role
B. Profile
C. App
D. Record Type
Answer: BD
Question #147 Section 11
At Ursa Major Solar, Sales representatives use a custom report type for Account reports. New fields have been
created on the Account Object.
An Administrator needs to report on the newly created fields.
What should the Administrator do to achieve this goal?
A. From the Custom Report Type, Edit Layout, then add the new fields to the report.
B. From the Custom Report Type, Edit Object Relationships, then add the new fields to the report.
C. Create a new account report and add the new fields from the Report Builder.
D. Create a new account report folder, go to share, and then add the new fields.
Answer: A
Question #148 Section 11
Ursa major Solar's administrator needs to create a custom field to track a specific Tier 2 support user on a case
record.
What is the appropriate data type to utilize when creating this custom field?
A. Hierarchical relationship
B. Lookup filter
C. Formula
D. Lookup relationship
Answer: D
Question #149 Section 11
After a recent restructure of its Sales Department, Ursa Major Solar is having issues with records being omitted in
the new Opportunity Report.
Which three questions should the Administrator ask to research this issue? (Choose three.)
A. Do owners of all records have Roles and correct Territory Assignments?
B. Do the records the sales managers expect to see match the filter criteria?
C. Are records currently being shared with the sales manager?
D. Have the owners of the records been frozen?
E. Did the sales manager start from a copy or clone of an existing report?
Answer: ABC
Question #150 Section 11
Which feature should Ursa Major Solar use if they want their support agents who are skilled in a particular product
line to own cases directly after customers log them from an automated channel?
A. Assignment Rules
B. Workflow Field Update
C. Case Escalation Rules
D. Case Team Routing
Answer: A
Question #151 Section 11
A user at Ursa Major Solar attempts to log in to Salesforce from an IP address that is outside the login IP range on
the user's profile but within the organization- wide trusted IP range.
What occurs as a result of this scenario?
A. The user will be able to log in after the computer is activated.
B. The user will be unable to log in at all.
C. The user will be able to log in without activating the computer.
D. The user will be able to log in after answering one security question.
Answer: B
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