Salesforce Admin Certification: Ace the '17 ADM201 Exam!

Describe the components of the company profile
(e.g., fiscal year, business hours, currency management, default
settings, company information)
.

In this lecture I walk through the main components of the User Setup

In this lecture we begin by outlining the personal profile functionalities

• Explain the various organization security options (e.g., passwords, IP restrictions, identity confirmation, network settings).
• Describe the features and capabilities of the Salesforce sharing model (e.g., record ownership, organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups).
• Given a scenario, apply the appropriate security controls (e.g., organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules and public groups).
• Describe the various settings and permissions a profile controls (e.g., IP access, login hours, record types, access to tabs, permissions, object permissions, field-level security).
• Given a scenario, determine the appropriate use of a custom profile

Describe the standard object architecture and relationship model.

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

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

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

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

Explain the implications of deleting fields

Describe when to use and how to create formula fields

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

Given a scenario, identify when to apply the appropriate sales productivity features(e.g., big deal alerts, update reminders, similar opportunities, competitors, team selling).

Describe the capabilities of products and price books.

Describe the capabilities of lead management (e.g., lead conversions, lead source, lead field mapping).

Given a scenario, identify how to automate lead management (e.g., queues, assignment rules, web-to-lead, and auto-response).

Describe the capabilities of campaign management(e.g., hierarchies, influences, campaign members).

Describe the capabilities of case management (e.g., case processes, case settings, and case comments).

Given a scenario, identify how to automate case management(e.g., case assignment, auto-response, escalation, web-to-case, email-to-case, case teams).

Describe the capabilities of solution management(e.g., settings, categories, processes).

Describe the basic capabilities of portals.

Describe the capabilities of the Community application (e.g. Ideas, Answers). 

Describe the capabilities of Salesforce Knowledge

Describe the capabilities of activity management (e.g., manage tasks, events, public calendars, multi-day events, cloud scheduler)

Describe the features of Chatter (e.g., feed, groups, following, security)