How to Prepare for Salesforce ADX 201 Exam

Preparation Guide for Salesforce ADX 201 Exam

Introduction

Salesforce is a solution for managing customer relationships that unite customers and companies. This is an interactive CRM platform that provides a single, shared view of every client in all the divisions including marketing, distribution, exchange, and operation. Provide the clients with the individual experience Salesforce demand 360 product via the Integrated CRM Platform. It delivers solid and related goods to boost marketing, revenue, exchange, operation, IT, and more. Salesforce is a digital cloud computing (SaaS) firm specializing in the management of client relationships (CRMs). There was a mistake. The app is now the number one of consumer satisfaction and allows organizations to track customer behavior, advertise to consumers, and more. Salesforce is common because it is bundled with features such as contact management, workflow development, task management, incentive monitoring, teamwork tools, customer experience tools, analytics, and interactive, smartphone dashboard.

Reference: https://trailhead.salesforce.com/en/academy/classes/adx201-administrative-essentials-for-new-admins-in-lightning-experience/

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Topics of Salesforce ADX 201 Exam

The Salesforce ADX 201 Exam tests the abilities and knowledge of the candidates by checking the following objectives:

• Service and Support Applications: The candidates should have an understanding of capabilities of Salesforce Knowledge, case management and Salesforce Communities. A scenario can be given to the candidates in which they should be able to bring automation in case management.

• User Setup: The candidate should be able to set up and maintain a user. He/she should also know the effects of user's activation, deactivation or freezing.

• Security and Access: The candidate should be able to explain different security controls of an organization. The candidate should have a good understanding of how to make secure communication templates, dashboards and reports by organizing folders. In a user request scenario, he/she should have to implement necessary security controls depending on the functionality and capabilities of the Salesforce sharing model. In a scenario, candidate should be able to evaluate the reasonable use of a permissions using the different profile settings and permissions.

• Standard and Custom Objects: The candidate should have a good understanding of the relationship model and standard object architecture. Candidate should know the process of creating, deleting and customizing page layouts and fields and what are the effects of deleting fields. If a scenario is given to the candidates he/she should be able to create and assign page layouts for custom and standard objects.

• Data Management: The candidates should be able to import, update, transfer and delete data and they should know the considerations taken into account in these processes. A scenario can be given to the candidates in which they have to identify use cases and tools used for managing data. The candidates should also know the different methods to backup data.

• Sales and Marketing Applications: Different scenarios can be given to the candidates and they should be able to identify the effects of the sales process. Candidates should be able to use opportunity tools to identify suitable sales productivity features. They should also have a good understanding of the capabilities of Salesforce content, campaign management and lead automation tools.

• Activity Management and Collaboration: The candidates should have a good understanding of activity management and the features of Chatter.

• Desktop and Mobile Administration: The Candidates should know the capabilities of the Salesforce Mobile App. Candidates should know how to install and synchronize the Salesforce Lighning with Outlook.

• Organizational Setup: The candidate should be able to describe the information available in the settings. He/she can differentiate between different User Interface features that he as an admin will have to control.

• AppExchange: Candidates should be able to identify the use cases for AppExchange applications.

• Workflow/Process Automation: A scenario can be given to the candidates in which they have to identify the suitable solution to automate the workflow. They should also know the use cases and capabilities of approval process.

• Analytics-Reports and Dashboards: The candidates should know what are the available options while creating or customizing a report and dashboards. They should know how the reports are affected by the sharing model and the capabilities if custom report types.

More details about the Topics of Salesforce ADX 201 Exam can be found in the Salesforce Certified Admin Exam Guide.

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How to Study the Salesforce ADX 201 Exam

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Administrative Essentials for New Admins in Lightning Experience ADX 201 is a great course recommended by Salesforce to prepare for the exam. It's a five-day course designed to offer interactive and extensive training to help you achieve success with Salesforce Lightning. After this course participants will gain a better understanding of how to setup, configuration and maintain their organization's Salesforce applications.

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