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Official specifications published by Salesforce
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ADM-201 Exam Topics and Domains
ADM-201 is organized into 12 weighted domains. Expect to work with Data Loader, Approval Processes, Case Teams, Dashboards, and more.
Organization Setup
Company Information and Settings
Describe the information found in the company information (e.g., fiscal year, business hours, currency management, default settings)
UI Features and Configuration
Distinguish between the various UI features that an administrator controls, including the implications (e.g., UI settings, search settings, list views, home page layouts)
User Setup
User Management
- Identify the steps to set up and/or maintain a user (e.g., assign licenses, reset passwords, and resolve locked user accounts)
- Understand the implications of activating, deactivating, or freezing a user
Security and Access
Organization Security Controls
Explain the various organization security controls (e.g., passwords, IP restrictions, identity confirmation, network settings)
Salesforce Sharing Model
Given a user request scenario, apply the appropriate security controls based on the features and capabilities of the Salesforce sharing model (e.g., organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups)
Profiles and Permission Sets
Given a scenario, determine the appropriate use of a custom profile or permission set using the various profile settings and permissions
Folder Security
Describe how folders can be used to organize and secure communication templates, dashboards, and reports
Standard and Custom Objects
Object Architecture
Describe the standard object architecture and relationship model
Field and Page Layout Management
Explain how to create, delete, and customize fields and page layouts on standard and custom objects, and understand the implications of deleting fields
Record Types and Business Processes
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
Sales Process Management
Given a scenario, identify the capabilities and implications of the sales process
Sales Productivity Features
Given a scenario, identify the appropriate sales productivity features using opportunity tools and know when products and Price Books should be used
Lead and Campaign Management
Describe the capabilities of lead automation tools and campaign management
Salesforce Content
Describe the capability of Salesforce Content
Service and Support Applications
Case Management
Describe the capabilities of case management (e.g., case processes, case settings, and case comments)
Case Automation
Given a scenario, identify how to automate case management (e.g., case assignment, auto-response, escalation, web-to-case, email-to-case, case teams)
Salesforce Knowledge
Describe the capabilities of Salesforce Knowledge
Community Features
Describe the capabilities of the Community application (e.g. Ideas, Answers)
Activity Management and Collaboration
Activity Management
Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events)
Chatter
Describe the features of Chatter (e.g., feed, groups, following, security)
Data Management
Data Import and Export
Describe the considerations when importing, updating, transferring, and mass deleting data (e.g., CSV files, data quality, field mapping, record IDs, external IDs, duplicate records)
Data Management Tools
Given a scenario, identify tools and use cases for managing data (e.g., dataloader, data import wizard)
Data Validation
Describe the capabilities and implications of data validation tools
Data Backup
Describe the different ways to back up data (e.g., data export service, exports, dataloader)
Analytics - Reports and Dashboards
Report Creation and Customization
Describe the options available when creating or customizing a report (e.g., report type, report format, fields, summarizing data, filtering data, charting, scheduling, and conditional highlighting)
Report Security
Describe the impact of the sharing model on reports
Dashboard Management
Describe the options available when creating and modifying dashboards (e.g., dashboard components, data sources, chart types, scheduling, and running user)
Custom Report Types
Describe the capabilities of custom report types
Workflow/Process Automation
Automation Tools
Given a scenario, identify the appropriate automation solution based on the capabilities of workflow/process
Approval Processes
Describe capabilities and use cases for the approval process
Desktop and Mobile Administration
Salesforce Mobile App
Describe the capabilities of the Salesforce Mobile App
Lightning for Outlook
Describe the installation and synchronization options of Salesforce Lightning for Outlook
AppExchange
AppExchange Applications
Identify use cases for AppExchange applications
How do I earn this certification?
Passing ADM-201 earns the Salesforce Certified Platform Administrator certification. It sits in the Administration track.
- ADM-211 - Salesforce Certified Advanced AdministratorAdvanced administrator credential demonstrating mastery of configuration and best practices
- PDI - Platform Developer ITransition to development track with programmatic customization skills
- APP-BUILDER - Platform App BuilderFocus on declarative customization and app building
- CPQ-SPECIALIST - CPQ Administrator Specialized administration for Configure, Price, Quote functionality
- SERVICE-CLOUD - Service Cloud ConsultantDeep dive into Service Cloud features and consulting
- SALES-CLOUD - Sales Cloud ConsultantSpecialized in Sales Cloud implementation and consulting
- EXPERIENCE-CLOUD - Experience Cloud ConsultantFocus on community and portal implementation
- FIELD-SERVICE - Field Service ConsultantSpecialized in Field Service Lightning implementation
- MARKETING-CLOUD-EMAIL - Marketing Cloud Email SpecialistTransition to Marketing Cloud with email marketing focus
Practice with Precision
The PlanetCert Simulator mirrors the real exam environment with authentic questions and timed pressure.
How to study for this exam?
Use the official PlanetCert Practice Test alongside the study plan below to prepare efficiently for ADM-201.
What's changed on this exam?
- ACTIVE
- Last content update: Spring '25
- Agentforce 1.0 AI-powered automation topics being integrated into exam content • Release date: 2024-10-01
- Enhanced Permission Sets Spring '25 New permission set features in Spring '25 maintenance content • Release date: 2025-02-01
- Dynamic Forms Current Page layout alternatives increasingly tested in exams • Release date: 2023
Who should take this exam?
This exam is typically taken by Salesforce Administrators and System Administrators managing Salesforce implementations.
- 6+ months of Salesforce Administrator experience
- Completion of Administration Essentials for New Admins (ADM-201) course
- Hands-on experience with Salesforce configuration and management
- Familiarity with Sales, Service, and Collaboration Clouds