Tag Archives: Salesforce Exam

A Better Study Guide For The Admin (ADM-201) Exam

adm201

I’ve taken the Salesforce Certified Administrator from Salesforce and made it into a true study guide by listing the topics by test weight and providing links to material to study.

Related:
My Tips For Acing Salesforce Certification Exams
A Better Study Guide For The Advanced Admin Exam

If you’re really new to this, you may want to start with the basics to help put everything else into context.  Learn Salesforce Basics PDF

And finally, I highly recommend Salesforce Trailhead  as part of your exam preparation! 2015-Trailhead-Flogo_FINAL-1

 

 

Standard & Custom Objects 18%

1) Describe the standard object architecture and relationship model

2) Explain how to create, delete, and customize fields, page layouts, and list views for custom and standard objects

3) Given a scenario, determine the appropriate fields and page layouts for custom and standard objects

  • See Above

4) Explain how to create, delete, and customize record types for custom and standard objects

5) Given a scenario, determine the appropriate record types and business processes for custom and standard objects

  • See Above

6) Explain the implications of deleting fields

7) Describe when to use and how to create formula fields

 

Security & Access 15%

1) Explain the various organization security options

2) Describe the features and capabilities of the sharing model

3) Given a scenario, apply the appropriate security controls

4) Describe the various profiles controls

6) Given a scenario, determine the appropriate use of a custom profile

 

Reports & Dashboards 13%

1) Describe the options available when creating or customizing a report

2) Describe the impact of the sharing model on reports

3) Describe the options available when creating and modifying dashboards

4) Describe the capabilities of custom report types

 

Data Management 11%

1) Describe the considerations when importing, updating, transferring, and mass deleting data

2) Given a scenario, identify tools and use cases for managing data

3) Describe the capabilities and implications of the data validation tools

4) Describe the different ways to backup data

 

 

Sales Cloud Applications 9%

1) Given a scenario, identify the capabilities and implications of the sales process

2) Given a scenario, identify when to apply the appropriate sales productivity features

3) Describe the capabilities of products and price books

4) Describe the capabilities of lead management

5) Given a scenario, identify how to automate lead management

6) Describe the capabilities of campaign management

User Setup 9%

1) Identify the steps to set up and maintain a user

2) Given a scenario, troubleshoot common user access and visibility issues

Service Cloud Applications 6%

1) Describe the capabilities of case management

2) Given a scenario, identify how to automate case management

3) Describe the capabilities of solution management

4) Describe the basic capabilities of Communities

5) Describe the capabilities of the Community application, such as Ideas and Answers

6) Describe the capabilities of Salesforce Knowledge

 

Workflow Automation 7%

1) Describe when workflow rules are evaluated

2) Describe the capabilities of workflow rules and actions

3) Given a scenario, identify the appropriate workflow solution

4) Describe capabilities and use cases for the approval process

 

Activity Management 3%

Describe the capabilities of activity management

 

Content & Folder Management 2%

1) Describe the capabilities of Salesforce Content

2) Describe how folders can be used to organize and secure communication templates, dashboards, reports, and documents

 

Desktop & Mobile Administration 2%

1) Describe the capabilities of Salesforce1 and SalesforceA

2) Describe the installation and synchronization options of Salesforce for Outlook

 

AppExchange 2%

Identify use cases for AppExchange applications

 

Organization Setup 1%

Describe the components of the company profile

 

Global User Interface 1%


Distinguish between and identify the implications of the various user interface features that an administrator controls

 

Chatter 1%

Describe the features of Chatter

 

 

Your feedback is welcomed! Leave a comment below.

Tips For Acing Your Salesforce Certification Exams

 

certsOMG

Last Update: January 2016

I’ve taken 6 Salesforce Exams (passed 4 & failed 2), so I’d like to share exam tips & strategy that work well for me.  Everyone learns differently though, so I encourage you to do some research and find what works best for you.

 

Scheduling The Exam

  • By scheduling the exam, you’re committing yourself.  This is important.
  • Give yourself about 6 weeks to study.
    • I prefer taking the exam on Fridays around 10am.  This allows me to ease into my day and review my notes I start the test.
    • Why Friday?  Whether you Pass or Fail, it’s the weekend baby!
  •  You should be doing Admin, Developer, Adv Admin, and Sales Cloud consultant as close together as possible, as they have a lot of overlapping information.  I did Developer, Adv Admin, and Sales Consultant in only 9 weeks.
  • I recommend taking the exams in this order:1. Administrator
    2. Platform App Builder (formerly Developer)
    3. Advanced Administrator
    4. Sales Cloud Consultant
    5. Service Cloud Consultant

 

What’s on the test?

Study material

A great thing about Salesforce is that there’s a ton of info available.  For exam prep, I’ve been sticking to help.salesforce.com and guides.

  • help.salesforce.com  Each topic usually has related articles for considerations and limitations.

  • Salesforce Guides

  • Trailhead:  Trailhead is awesome because while it provides great info to help with the “knowing” part, it also walks you through the “doing” part.

 

Taking Notes & Studying

You need to commit to exam prep & study time. I usually block out 30-60 mins during my workday, plus time at home in the evenings.

  • I retain information better when writing notes.  For each feature/topic, I focus on:

         1. What is it?  What does it do?  What are the benefits?
         2. Considerations
         3. Limitations

  • After feeling pretty confident that I’ve taken notes on all the topics the test will cover, I start studying them everyday.   I’m not big on flash cards, for me just reading my notes has been working.
    • I’ve read that studying in different places helps you retain the information better, so I try to mix it up.  I can recall some questions on an exam where I’ll actually remember the room I was in when I studied that topic.   I guess it works.
  • When I start feeling confident that I know my notes, it’s time to test myself.
    • I will set out a notebook and pen, then find the flash cards on Cram and practice tests on ProProfs
      • Here’s the key, I’m not really paying attention to the answers.  What I care about are the questions.   If I can’t answer confidently, or more importantly, I don’t even recognize the topic,  I’m writing them down on a list.
      • Once complete, I go back to the start and research those items and retake notes.

 

Exam Day

  • I like to go into a test rested and not feeling stressed or rushed.

  • I give myself about an hour to review my notes before heading to the testing facility.

 

Taking The Test

  • Step 1:  scratch paper
    • I write down 1-60, with 2 columns.
    • For each question, I indicate my confidence level. Either a “ √   for 100% knew it or a ”   for a need to review later.
    • After the first pass, I add up all my checkmarks.  If I have more than 43, I’m doing pretty good. If less, then I need to really think hard on the questions I marked for further review.
  • Your 90 minutes can go faster than  you think, try not to spend too much time on questions that stump you.  Just mark those as review later and come back to them at the end.  Sometimes another question later in the test can actually help you when reviewing at the end.

 

Before You Hit Submit

Relax, take a deep breath, and remember that whatever the result is, you gave it your best.  Failing only means that you have to study a little more and retake it.  Like I said above, I’ve failed twice, and while frustrating, it’s not so bad.  

 

I Failed!  Now what?

  • If you fail the exam, immediately write down all the topics you can remember that stumped you, as you will not be allowed to take any scratch paper with you from the testing facility.
  • You should book the retake in a week or two, do not put it off much longer than that.

I Passed! Now what?

  • Reward yourself!   This is a big accomplishment that you worked hard for.

  • I recommend booking the next exam immediately.

  • Take a week off and then get back to studying for the next one. 

 

Looks like Brent Rambo just passed his exam. Great job, Brent.

BrentRambo

 

 

A Better Study Guide For The Advanced Admin (ADM-211) Exam

AdvAdm

I’ve taken the Advanced Admin study guide from Salesforce and made it into a true study guide by listing the topics by test weight and providing links to material to study.  Last Update: Winter ’16 (current)

 I highly recommend Salesforce Trailhead as part of your exam preparation!

 

Related:
My Tips For Acing Salesforce Certification Exams
A Better Study Guide For The Admin (ADM-201) Exam

 

 

Security & Access  20%

1) Describe the capabilities of territory management and the implications to the sharing model

2) Given a scenario, determine the implications to record and field data access

3) Compare and contrast the capabilities of custom profiles, permission sets, and delegated administration

 

Process Automation  13%

1) Given a scenario, troubleshoot an approval process

2) Given a complex scenario, determine the solution using a combination of automation tools to solve a business problem

 

Sales Cloud  10%

1) Explain how to customize and maintain products, price books, schedules, and quotes

2) Describe the capabilities of Customizable and Collaborative Forecasting

 

 Service Cloud  10%

1) Explain how to create and maintain Salesforce Knowledge

2) Explain how to create and maintain service entitlements and entitlement processes

3) Describe the features of Salesforce which enable interaction between support agents and customers

Change Management  10%

1) Describe the options available to move metadata between environments

2) Describe the capabilities and best practices for using change sets to move metadata between environments

Reports & Dashboards  10%

Given a scenario, determine the appropriate analytic tools to meet complex reporting requirements

Data Management  10%

Tools & Best Practices to improve & enrich data quality

Extending Custom Objects & Applications  8%

Describe the appropriate use of relationship types when building custom objects

 

Auditing & Monitoring  6%

Given a scenario, determine the appropriate tools for monitoring and troubleshooting system activity

 

Content Management  3%

Explain how to set up and maintain Salesforce CRM Content