ADM-201: Administration Essentials for New Admins certification video training course by prepaway along with practice test questions and answers, study guide and exam dumps provides the ultimate training package to help you pass.

Certified Salesforce Administrator | ADM 201

Course Overview

This Salesforce Certified Administrator course is designed to provide a complete foundation for managing Salesforce environments. It focuses on equipping learners with the knowledge and practical skills required to efficiently configure and maintain Salesforce applications. The course aligns with the ADM 201 exam objectives and ensures you are prepared for the certification.

The course emphasizes hands-on exercises, real-world scenarios, and guided walkthroughs to ensure learners can apply theoretical knowledge in practical settings. By the end of the course, participants will be able to manage user accounts, customize objects, automate processes, and understand Salesforce best practices.

Course Description

The course begins with an introduction to Salesforce and its ecosystem. Learners explore core Salesforce concepts, including the data model, security model, and automation tools. Each module builds on the previous one to gradually develop administrative skills.

The training includes detailed guidance on configuring Salesforce for an organization. You will learn how to create and manage users, define roles and profiles, and control access to data. Participants will also gain insight into Salesforce reporting and dashboards, helping them extract actionable business insights.

Additionally, this course covers process automation using tools like Workflow Rules, Process Builder, and Flow. It emphasizes the importance of adhering to best practices for data management and security. By integrating these skills, learners can optimize their organization’s Salesforce deployment.

Course Requirements

Participants are expected to have a basic understanding of business processes and CRM concepts. No prior Salesforce experience is required, but familiarity with cloud computing and database concepts can be beneficial.

Access to a Salesforce Developer Edition or Trailhead Playground is recommended for hands-on practice. A computer with internet access is required to complete exercises and participate in interactive modules. Commitment to practice and engagement in exercises is key to mastering the material.

Who This Course is For

This course is ideal for individuals seeking to become Salesforce Certified Administrators. It suits beginners who are new to Salesforce as well as professionals transitioning from other CRM platforms.

It is also appropriate for business analysts, IT professionals, and support personnel responsible for managing Salesforce environments. The course prepares participants for real-world administration tasks, making them effective contributors to their Salesforce teams.

Learning Objectives

Participants will understand the Salesforce data model and how to manage standard and custom objects. They will learn to configure security and access using profiles, roles, and sharing rules.

Learners will develop skills in creating reports and dashboards to support business decision-making. The course also equips participants to automate processes, manage data quality, and implement Salesforce best practices for administration.

Course Structure

The course is divided into modules that progressively cover all ADM 201 exam topics. Each module includes practical exercises, scenario-based learning, and assessment quizzes.

Hands-on exercises are designed to simulate real-life Salesforce administration tasks. This approach ensures learners can apply concepts effectively and confidently during their certification exam.

Introduction to Salesforce Platform

Salesforce is a cloud-based CRM platform that helps organizations manage customer relationships efficiently. Understanding the platform is crucial for administrators to configure and maintain it effectively.

The Salesforce platform includes Sales Cloud, Service Cloud, and other specialized clouds that support various business processes. Administrators need to understand how these components interact and how to configure them to meet organizational needs.

Understanding Salesforce CRM

CRM stands for Customer Relationship Management. Salesforce CRM enables organizations to manage contacts, opportunities, and customer interactions. Administrators play a key role in customizing the CRM to support business operations.

By learning CRM fundamentals, administrators can align Salesforce features with business objectives. They also gain the ability to guide users in adopting Salesforce for day-to-day tasks.

Hands-On Practice

Throughout the course, learners engage in hands-on exercises. These exercises involve configuring objects, managing users, and automating processes. Practical experience ensures that concepts are reinforced and retained.

Hands-on practice also prepares learners for the ADM 201 exam. Realistic exercises mimic common administrative scenarios, helping learners build confidence and competence in managing Salesforce environments.

User Management in Salesforce

User management is a core responsibility of a Salesforce Administrator. It involves creating, maintaining, and deactivating user accounts while ensuring proper access levels. Administrators must understand profiles, roles, permission sets, and their interactions.

Creating users requires assigning the correct profile, role, and license type. Profiles control access to objects, fields, and system permissions. Roles determine the user’s position in the organizational hierarchy and influence data visibility. Permission sets are used to grant additional access without changing the user’s profile.

Administrators also handle login settings, password policies, and session controls. Configuring login hours and IP restrictions helps secure the organization. Monitoring user activity and login history is essential for compliance and troubleshooting.

Profiles and Permission Sets

Profiles define a baseline level of access to Salesforce objects and features. Each user must have one profile that governs object permissions, field-level security, and application access. Understanding how profiles differ and interact with permission sets is key.

Permission sets extend access beyond the profile. They allow administrators to grant additional permissions to specific users without creating multiple profiles. This flexibility supports dynamic business needs and simplifies user management. Administrators should learn to apply permission sets strategically to balance access and security.

Roles and Sharing Rules

Roles establish the data visibility hierarchy within Salesforce. Each user’s role affects which records they can view, edit, or share. Administrators configure roles to align with the organization’s reporting structure.

Sharing rules enable exceptions to role-based access. They allow administrators to open record access to additional users or groups while maintaining overall security. Understanding role hierarchy, sharing rules, and manual sharing is crucial for effective data access control.

Organization-Wide Defaults

Organization-Wide Defaults (OWD) define baseline access levels for all records in Salesforce. They determine whether records are public, private, or partially accessible. OWD settings interact with roles, sharing rules, and manual sharing to create a comprehensive security model.

Administrators must carefully plan OWD settings to ensure proper data visibility while maintaining security. Misconfigured OWDs can lead to either excessive access or restrictive barriers that hinder user productivity.

Data Modeling and Management

Salesforce uses a structured data model comprising objects, fields, and relationships. Understanding data modeling is essential for administrators to configure Salesforce effectively.

Standard objects include Accounts, Contacts, Opportunities, and Cases. Custom objects allow organizations to track unique business data. Fields capture specific details within objects and can be standard, custom, formula-based, or roll-up summary types. Relationships link objects and support complex business processes.

Standard and Custom Objects

Standard objects are built into Salesforce and provide the foundation for CRM functionality. Custom objects extend the platform to meet unique organizational needs. Administrators can create custom fields, validation rules, and page layouts to enhance these objects.

Effective object management includes naming conventions, consistent field usage, and proper relationship mapping. This ensures data integrity and simplifies reporting and automation.

Field Types and Validation Rules

Fields in Salesforce capture specific data points. They can be text, number, date, picklist, formula, or lookup types. Choosing the correct field type impacts data quality, reporting, and automation.

Validation rules enforce data integrity by preventing incorrect or incomplete data entry. Administrators must design rules carefully to avoid conflicts and ensure accurate data collection. Testing validation rules in a sandbox environment is recommended before deploying to production.

Relationships and Lookup Fields

Relationships define how objects interact in Salesforce. Lookup relationships link records loosely, allowing flexibility in record connections. Master-detail relationships create a parent-child relationship with stricter data control.

Administrators must understand the implications of each relationship type on data visibility, record deletion, and reporting. Proper relationship configuration ensures accurate data representation and supports business processes.

Record Types and Page Layouts

Record types allow administrators to offer different business processes, picklist values, and page layouts for the same object. This enables organizations to tailor Salesforce to different departments or business units.

Page layouts determine how records appear to users, including which fields, sections, and related lists are visible. Customizing page layouts improves user experience and ensures relevant data is accessible.

Automation Tools in Salesforce

Salesforce provides powerful automation tools that reduce manual effort and streamline business processes. Administrators should understand when and how to use Workflow Rules, Process Builder, and Flow.

Workflow Rules automate simple processes such as email alerts, field updates, and task creation. Process Builder allows more complex automation with multiple criteria and actions. Flow provides advanced capabilities, including record creation, updates, and integration with external systems.

Workflow Rules and Process Builder

Workflow Rules trigger actions based on specific criteria. Administrators must configure rules carefully to avoid redundant or conflicting automation. Understanding evaluation criteria and rule order is crucial for successful implementation.

Process Builder expands on Workflow Rules by supporting multi-step processes and multiple objects. It allows administrators to automate complex business logic with minimal coding. Testing processes in a sandbox ensures reliable execution before production deployment.

Flow Automation

Flow is the most versatile automation tool in Salesforce. It supports screen flows for user interaction, record-triggered flows for backend automation, and scheduled flows for time-based processes.

Administrators must understand flow elements such as assignments, decisions, loops, and subflows. Proper flow design improves efficiency, reduces errors, and enhances user experience. Debugging and monitoring flows ensures they function as intended.

Reports and Dashboards

Salesforce reporting allows organizations to analyze and interpret data effectively. Administrators must understand report types, filters, groupings, and summary calculations.

Dashboards present data visually using charts, tables, and gauges. They provide actionable insights and help track key performance indicators. Administrators should design dashboards that align with business goals and support decision-making.

Report Types and Filters

Report types define which objects and fields are available for reporting. Standard report types cover common business scenarios, while custom report types allow advanced reporting needs.

Filters control which records are displayed in reports. Administrators must design reports with appropriate filters to ensure accuracy and relevance. Combining filters with grouping and summary functions provides deeper insights.

Dashboard Components and Layouts

Dashboards use components such as charts, tables, and metrics to display data visually. Administrators must select the right component for each dataset to enhance comprehension.

Dashboard layouts determine how components are arranged. Effective layouts communicate information clearly and make it easier for stakeholders to understand trends and metrics.

Data Security and Compliance

Data security is critical in Salesforce administration. Administrators must implement controls to protect sensitive information and ensure compliance with regulations.

Field-level security, object permissions, and record-level access work together to safeguard data. Monitoring login activity, auditing changes, and setting up alerts help detect unauthorized access. Administrators should stay informed about industry regulations such as GDPR and HIPAA.

Data Management Best Practices

Maintaining data quality is essential for effective Salesforce use. Administrators should implement standard naming conventions, duplicate management, and data validation rules.

Regular data audits, cleansing, and deduplication prevent inaccuracies and support reliable reporting. Proper data backup and recovery strategies ensure business continuity.

Change Management in Salesforce

Change management ensures smooth implementation of new features and updates. Administrators should use sandbox environments for testing and deploy changes using change sets or deployment tools.

Communication with users about upcoming changes, training, and documentation helps minimize disruption. Monitoring adoption and addressing feedback ensures continuous improvement.

Exam Preparation Strategies

Preparing for the certification exam requires understanding the ADM 201 exam guide, practicing in Salesforce, and reviewing Trailhead modules. Focus on areas such as user management, security, automation, and reporting.

Hands-on practice is crucial for building confidence and competence. Administrators should simulate real-world scenarios and review case studies to reinforce learning. Time management and consistent study routines improve exam performance.

Practical Exercises for Skill Development

Engaging in practical exercises solidifies theoretical knowledge. Tasks include creating users, configuring profiles, automating processes, and building dashboards.

Exercises should mimic real-world administrative challenges. This approach helps learners understand best practices, troubleshoot issues, and prepare for the certification exam.

Monitoring and Maintenance

Ongoing monitoring ensures Salesforce runs smoothly. Administrators should review reports, dashboards, and automation logs regularly.

Maintenance tasks include updating fields, adjusting workflows, reviewing security settings, and monitoring storage usage. Proactive management prevents performance issues and supports organizational goals.

Advanced Security Concepts

Advanced security in Salesforce involves managing complex scenarios for data access, authentication, and compliance. Administrators must understand how multiple security layers work together to protect organizational data.

Field-level security ensures that sensitive data is visible only to authorized users. Object-level permissions control access to entire objects, and record-level access determines which individual records are available to specific users. Combining these layers requires careful planning and testing.

Login policies, multi-factor authentication, and single sign-on (SSO) enhance security. Administrators configure authentication settings based on organizational requirements and industry best practices. Monitoring login history helps detect suspicious activity.

Profiles, Roles, and Hierarchies

Understanding how profiles, roles, and hierarchies interact is essential for advanced security. Profiles define a user’s permissions, while roles determine record visibility through the role hierarchy.

Administrators must design role hierarchies to align with business needs, ensuring users see the right records without compromising sensitive information. Sharing rules supplement role hierarchy to grant access where needed.

Role-based security planning involves analyzing departments, teams, and reporting lines. Complex organizations may require multiple layers of sharing rules and manual sharing to meet unique access requirements.

Permission Sets and Permission Set Groups

Permission sets provide additional access beyond the profile. Administrators assign permission sets to individuals to grant temporary or specialized access without changing their profile.

Permission set groups combine multiple permission sets for efficient management. Using permission set groups reduces administrative overhead and ensures consistent access control across users with similar needs.

Record Sharing and Organization-Wide Defaults

Record sharing rules allow exceptions to default access settings. Administrators can create criteria-based or owner-based sharing rules to extend access to specific groups.

Organization-Wide Defaults (OWD) define the baseline record access for each object. Combining OWD with role hierarchies and sharing rules creates a flexible and secure access model. Understanding how these elements interact prevents security gaps.

Salesforce Lightning Experience

Lightning Experience is the modern Salesforce user interface. Administrators must understand Lightning features, navigation, and customization options.

Lightning App Builder allows admins to create custom pages, embed components, and enhance user experience. Lightning pages improve productivity by presenting relevant information and streamlining workflows.

Lightning Components

Lightning Components provide modular, reusable building blocks for UI customization. Administrators can use standard components, create custom components, and integrate them into pages.

Understanding component visibility rules ensures that the right users see the right information. Lightning components support dynamic pages, mobile responsiveness, and better user engagement.

Lightning App Builder

The Lightning App Builder is a drag-and-drop interface for creating custom apps and pages. Administrators can add components, adjust layouts, and configure actions without coding.

Using the App Builder, admins can tailor Salesforce to departmental needs, highlight key metrics, and streamline navigation. Testing in sandbox environments ensures smooth deployment to production.

Salesforce Mobile Administration

Salesforce mobile app allows users to access Salesforce data on smartphones and tablets. Administrators configure mobile navigation, compact layouts, and mobile-specific actions to optimize usability.

Mobile administration involves ensuring data security, customizing mobile layouts, and enabling offline access. Monitoring mobile usage helps administrators identify adoption trends and potential issues.

AppExchange and Third-Party Integrations

Salesforce AppExchange offers a wide range of pre-built applications and components. Administrators evaluate, install, and manage apps to extend Salesforce functionality.

Third-party integrations enable Salesforce to communicate with external systems. Administrators must manage API connections, data synchronization, and security considerations to ensure seamless integration.

Data Import and Export

Managing data in Salesforce involves importing, exporting, and updating large datasets. Administrators use tools such as Data Loader and Data Import Wizard for efficient data management.

Data import requires mapping fields accurately, validating records, and handling duplicates. Exporting data supports reporting, backups, and external analysis. Understanding data import/export best practices ensures accuracy and consistency.

Data Quality and Deduplication

Maintaining data quality is critical for accurate reporting and automation. Administrators implement validation rules, duplicate management, and data cleansing processes.

Deduplication strategies prevent multiple records for the same entity. Regular audits, data validation, and cleanup routines maintain high-quality data that drives reliable business insights.

Automation Best Practices

Automation increases efficiency but requires careful planning. Administrators must evaluate when to use Workflow Rules, Process Builder, or Flow based on complexity and business needs.

Using multiple automation tools in combination requires understanding execution order, potential conflicts, and error handling. Testing in sandbox environments ensures processes run as intended.

Workflow Rules Advanced Concepts

Advanced workflow concepts include time-dependent actions, field updates across objects, and workflow evaluation criteria. Administrators must monitor workflow usage to prevent unnecessary automation and maintain performance.

Workflows should align with business processes, and administrators must review workflows regularly to adapt to changing organizational needs. Removing obsolete workflows reduces complexity and potential errors.

Process Builder Advanced Usage

Process Builder enables multi-step, multi-object automation. Advanced usage includes creating complex decision logic, chaining processes, and triggering actions based on related records.

Administrators must monitor process builder usage and evaluate whether processes can be replaced with Flow for more efficient automation. Regular review ensures compliance with best practices.

Flow Best Practices

Flows allow the most flexible automation, including screen flows, record-triggered flows, and scheduled flows. Administrators design flows with clarity, avoiding unnecessary complexity.

Debugging, testing, and monitoring flows is essential for reliability. Administrators track performance, error logs, and user adoption to maintain efficient automation. Using flow templates ensures consistency across similar processes.

Reporting Strategies

Advanced reporting enables deeper insights into business operations. Administrators create joined reports, matrix reports, and summary reports to answer complex business questions.

Report filters, cross-filters, and bucket fields allow precise data analysis. Administrators must understand the implications of report types and field accessibility to ensure accurate reporting.

Dashboard Design Principles

Dashboards communicate information visually. Administrators select appropriate components, configure refresh schedules, and organize layout for clarity.

Effective dashboards combine charts, tables, and metrics to highlight key performance indicators. Administrators evaluate user needs to ensure dashboards drive actionable insights.

Analytics and Business Intelligence

Salesforce offers advanced analytics tools, including Salesforce Einstein Analytics. Administrators integrate dashboards with analytics to provide predictive insights and trend analysis.

Understanding analytics concepts such as datasets, lenses, and storyboards enhances decision-making capabilities. Administrators monitor analytics adoption and adjust configurations to maximize value.

Change Management Strategies

Implementing new features requires structured change management. Administrators coordinate with stakeholders, provide training, and document processes to ensure smooth adoption.

Sandboxes, change sets, and deployment tools reduce risk during implementation. Administrators communicate timelines, benefits, and instructions to users to enhance acceptance.

Testing and Sandbox Management

Testing in sandbox environments ensures functionality works as intended. Administrators create full or partial copy sandboxes, test configurations, automation, and integrations before production deployment.

Proper sandbox management includes refreshing sandboxes, tracking changes, and maintaining separate environments for development, testing, and training.

Monitoring and Audit Trails

Monitoring Salesforce activity helps maintain security, performance, and compliance. Administrators review audit trails, login history, and setup changes to detect anomalies.

Reports on field history tracking and record changes provide visibility into critical data modifications. Monitoring supports accountability, troubleshooting, and regulatory compliance.

User Adoption and Training

Successful Salesforce implementation requires strong user adoption. Administrators provide training sessions, documentation, and support to ensure users leverage the platform effectively.

Gamification, feedback collection, and regular communication help maintain engagement. Administrators monitor usage metrics and identify areas for additional training or support.

Exam Preparation Techniques

Preparing for the ADM 201 exam requires focused study, hands-on practice, and review of all topics. Administrators practice scenarios covering user management, security, automation, and reporting.

Time management, consistent study routines, and taking practice exams improve readiness. Reviewing Trailhead modules and official exam guides ensures alignment with test objectives.

Practical Projects for Mastery

Practical projects reinforce skills and simulate real-world administration. Projects include creating users, setting up security models, automating processes, and generating reports and dashboards.

Completing projects provides confidence, deepens understanding, and prepares learners for both the certification exam and day-to-day administration tasks.

Continuous Learning and Salesforce Updates

Salesforce is constantly evolving, requiring administrators to stay current. Following release notes, Trailhead updates, and community resources helps administrators maintain proficiency.

Continuous learning ensures administrators leverage new features, optimize processes, and adapt security and automation strategies. This commitment enhances organizational value and career growth.

Prepaway's ADM-201: Administration Essentials for New Admins video training course for passing certification exams is the only solution which you need.