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You are here: Home / Salesforce.com Administrator Certication / Salesforce.com Certified Administrator Exam Preparation Notes & Tips

Salesforce.com Certified Administrator Exam Preparation Notes & Tips

February 11, 2013 by Sunil K. Leave a Comment

Salesforce.com Certified Administrator Exam was the first exam that I passed about 3.5 years back. Here are some Exam Preparation Notes & Tips for Salesforce.com Admin Certification.

These are just Exam Preparation Notes and a pointer to few of the important topics. If you are preparing for Salesforce.com Certified Administrator Examination you must refer to following:

  • Latest Administrator Certification Study Guide at certification.salesforce.com
  • Online Administrator Training Material from Salesforce.com. Take the following courses online:
    • Analyze Your Data Your Way with Reports
    • Automating Your Service Cloud
    • Configure Salesforce with Custom Fields
    • Creating Your Salesforce Community
    • Customizing Profiles to Align with Your Business Needs
    • Getting a Head Start with Chatter
    • Managing Data for Administrators
    • Managing Users and Troubleshooting Login Issues
    • Salesforce CRM Content for Administrators
    • Salesforce Mobile
    • Summarize Your Data with Highlights, Charts, and Dashboards

Salesforce.com Certified Administrator Exam Preparation Notes & Tips

Use the following notes / outline to prepare. Cover all the topics listed below.

Organization Setup

  • Company Profile
    • Company Information
    • Fiscal Years
    • Business Hours
  • Currency Locale
  • Multiple Currencies
  • Advanced Currency Management
  • Understand
    • Default Time Zone
    • Currency Locale
    • Default Locale
    • Default Language
  • Fiscal Years
    • Custom fiscal years
  • Letterhead and Communication Templates

User Setup

  • Identify Confirmation
  • Logging in through API v/s UI
  • Login Hours & Login IP ranges
  • Trusted Network
  • Methods of application access
    • UI
    • Mobile
    • API
  • Information on user record
  • Related lists on user page

Global User Interface

  • Home Tab
    • Home page components
    • Home Page Layouts
  • Global Search
  • Apps
  • Tabs
  • Global User Interface Settings
  • Learn UI Settings that an admin can control
  • Collapsible sections
  • Quick Create
  • Hover Details
  • Inline Edition
  • Lookup Dialogs
  • Printable List Views
  • Collapsible sidebar
  • Related Lists Hover Links
  • Floating report headers (report settings)
  • Custom sidebar components

Security and Access

  • Profile
  • What profile controls
  • List of standard Profiles
  • When to create custom profiles
  • Sharing rules
    • Objects that have sharing rules
  • Organization wide defaults / Sharing model
  • Role hierarchy & hos access is granted through roles
  • Record ownerships
  • manual sharing
  • Public groups & when to use them
  • Sales Team, Account Team, Case Team
  • Places where Folders are used
  • Folder access

Standard and Custom Objects

  • Salesforce Applications
  • Standard Objects
  • Relationships between Objects
  • Custom Field / Standard Field
  • Standard Fields on a Custom Object
  • Types of Custom fields (Data Types)
  • All types of fields
  • Formula fields
  • Roll up summary fields
  • Relationships
    • One to Many
    • Many to Many
    • Junction Object
    • Lookup
    • Master Detail
  • Special relationships
    • Hierarchical
  • Mapping the custom lead fields
  • Label standard objects and fields
  • Field history tracking
  • Dependent picklist
  • Page Layout
  • List View
  • Related List
  • Record Types
  • Objects that require business process – learn those process
  • Lead
  • Case
  • Opty
  • Solutions
  • Field level security v/s page layout & visibility
  • Custom Object Tab & web Tab

 

 Sales Cloud Applications

Marketing

  • Campaign
  • Campaign Hierarchy
  • Campaign for existing customers and new prospects
  • Associate leads and contacts to campaign
  • Use lead queues to manage leads
  • lead assignment rules to manage and assign leads
  • web to lead
  • lead auto response rules
  • measure campaign results
  • process and effects of converting leads

Sales

  • Account Management
  • Contact Management
  • Opportunity management
    • Opportunity Closed Date
    • Expected revenue
    • Opportunity Stages
  • Forecasting
    • Forecast category

Service Cloud Applications

Case

  • What is a case
  • Case hierarchy
  • case queues
  • Web to case
  • Email to case
  • case assignment rules
  • Case escalation rules
  • case auto response rules
  • case management & Business hours
  • Support settings

Solutions

  • What are solutions
  • Associate with a case
  • Categories
  • Suggested solutions

Portals

  • What is available via customer portal & self service portal
  • Accessing self service

Community apps

  • Ideas
  • Answers

Knowledge

Consoles

  • Console
  • Service Cloud Console

Activity Management

  • Tasks V/s Events
  • Public Calendars and Resources
  • Activity settings
  • Multiday Events

 

Chatter

  • What is Chatter
  • Chatter Licenses
  • When to use Chatter
  • Chatter Groups
  • Chatter Profiles

 

Data Management

  • Data Migration Tools
  • Import Wizards
    • Different Types of Import Wizards
    • When to use Import wizard
    • Importing new records
    • Updating data via import
  • Data Loader
    • When to use data loader
    • functions of data loader
    • Upsert
  • Mass Update
    • Mass delete
    • Mass transfer records from one owner to other
  • Recycle bin
  • Export
  • Storage in SF
  • Data Validation
    • Common Data Validation use Cases
    • When data Validation Rules are enforced

Content and Folder Management

  • Salesforce Content
  • Folders – where they are
  • Folder security
  • Content Delivery

 

Analytics – Reports and Dashboards

  • Standard Reports
  • Restrictions on Standard reports
  • Running a report
  • Custom report
  • Report types
    • Tabular
    • Summary
    • Matrix
  • Custom report Type
  • Charts
  • Advanced Filters
  • Custom summary formula
  • Conditional Highlighting
  • Printing & exporting reports
  • Dashboard
  • Dashboard Component types
  • Running user

 Workflow Automation

  • Workflow rule criteria
    • Three criteria
    • which criteria is not available in time based WF
  • Workflow actions
    • Various types of actions
    • Use cases for various actions
  • Immediate and Time dependent actions
  • Workflow Approval Process
  • Workflow Rule V/s Approval process
  • Jump start Wizard V/s Standard Wizard
  • Routing Approvals

 

Desktop and Mobile Administration

  • Mobile Lite
  • Salesforce for outlook
  • Outlook profiles

 

AppExchange

  • App Exchange
  • Managed Packages
  • Installing a Package
  • uninstall and Package

 

Other Topics

  • Cloud Computing
  • Saas, PaaS, IaaS


Advanced Configuration

  • Key Account Management
  • Territory Management
  • Advanced Currency Management

Filed Under: Salesforce.com Administrator Certication Tagged With: ADM201, Salesforce Admin Certification

About Sunil K.

Salesforce.com Certified Sales Cloud Consultant
Salesforce.com Certified Service Cloud Consultant
Salesforce.com Certified Force.com Developer
Salesforce.com Certified Administrator

Sunil is working with DhruvSoft (Silver Cloud Consulting Partner) since 2008 with experience in multiple SFDC projects and full cycle implementations. He offers services for Salesforce.com Implementation, Deployment, Review.

Specialties Salesforce.com Business Consultant, Salesforce.com Administrator and Force.com Developer. Salesforce.com Life cycle requirements analysis, business process definitions and streamlining, process mapping best practices implementations, CRM systems migrations to Salesforce.com, project planning, project management, developing design documents, agile methodology, Salesforce.com administration/configuration and customization, APEX/Visualforce, functional test scripts, end user/executive training, administrator training.

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About Author – Sunil K.

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