Salesforce Certified Administrator Exam Guide

Flashcards covering the objectives, requirements, and key terms for the Salesforce Certified Administrator exam.

Salesforce Certified Administrator

The first credential in the program focused on the features and functionality used to maintain a Salesforce implementation.

Salesforce Certified Advanced Administrator

A second-level credential targeted toward administrators who have mastered configuration maintenance, administration best practices, and advanced features.

ADM201 (Administration Essentials for New Admins)

The recommended course that provides the equivalent experience and knowledge required prior to taking the Salesforce Certified Administrator exam.

Exam Time Allotted

$105$ minutes.

Exam Passing Score

$65\%$.

Exam Registration Fee

$USD\,200$, plus applicable taxes.

Exam Retake Fee

$USD\,100$, plus applicable taxes.

Company Information

A section in Organization Setup that includes the fiscal year, business hours, currency management, and default settings.

UI Features

Administrator-controlled settings including search settings, list views, and home page layouts.

Freezing a User

A user setup action used to temporarily prevent a user from logging in without deactivating them.

Organization-wide Defaults (OWD)

A security control used to define the baseline level of access for the Salesforce sharing model.

Role Hierarchy

A security and access feature used to define the path for data access and reporting within a sharing model.

Permission Set

A tool used to grant additional permissions to a user beyond what is provided in their custom profile.

Standard Objects

The core architecture and relationship model provided by Salesforce out of the box.

Record Types

A feature used to offer different business processes, picklist values, and page layouts to different users based on their needs.

Price Books

Sales tools used to manage the prices of products that sales representatives sell.

Lead Automation Tools

Tools such as web-to-lead and assignment rules used to manage the influx and distribution of leads.

Salesforce Content

A capability within Sales and Marketing applications used for managing and sharing files and documentation.

Case Management

A set of features including processes, settings, and comments used to handle customer service issues.

Salesforce Knowledge

A service and support application capability used to create and manage a knowledge base.

Activity Management

The capability to manage tasks, events, public calendars, and multi-day events.

Chatter

A collaboration feature that includes feeds, groups, following, and specific security settings.

Data Loader

A tool used for managing data tasks such as importing, updating, transferring, and mass deleting records.

Data Import Wizard

A tool for managing data within Salesforce, often used for smaller datasets or specific standard objects.

Data Export Service

A way to back up data from the Salesforce organization.

Custom Report Type

A capability that allows an administrator to define the sets of records and fields available to a report based on the relationships between a primary object and its related objects.

Dashboard Components

The visual elements such as charts and tables that make up a dashboard, powered by data sources.

Approval Process

An automation solution used to define the steps required for a record to be approved by various users.

Salesforce Lightning for Outlook

A tool for desktop administration that offers installation and synchronization options between Salesforce and Outlook.

AppExchange

A marketplace for identifying and installing applications that solve specific business use cases.