This sheet maps the Salesforce Certified Administrator exam (ADM-201, the credential now branded Salesforce Certified Platform Administrator) to every objective in its official exam guide, weighted exactly as the guide weights them, from Configuration and Setup (15%) and Data and Analytics Management (17%) through Automation (15%) and the newest Agentforce section (8%). The exam tests whether you can configure and maintain a Salesforce org declaratively, point-and-click, so the recurring theme is "which built-in feature solves this, and what does Salesforce consider the right way to use it" rather than how to write code. The trap that fails the most candidates is reaching for a more powerful tool than the scenario needs, for example building a Flow when a validation rule or assignment rule already does the job, so the single most useful reflex is to match each requirement to the simplest declarative tool that satisfies it.
What This Cheat Sheet Covers
This topic spans 28 focused tables and 299 indexed concepts, 267 flashcards, 9 practice tests with 436 questions. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.
A jump-to index of every table row in this cheat sheet.
An interactive map of every table and concept in this topic.
Table 1: Company and Organization Settings
Salesforce Administrator (ADM-201) exam area Configuration and Setup (15%): the company-wide settings found on the Company Information page, fiscal year, business hours, and currency management.
| Concept | Example | Description | |
|---|---|---|---|
Setup > Quick Find > Company Information > Edit to update address, locale, currency, fiscal year, licenses | • Central org-wide settings snapshot • Shows name and address, primary contact, default locale, default currency, currency list, storage used, licenses available, and default time zone | ||
English (United Kingdom) sets dates to dd/mm/yyyy and numbers to 1.000 | • Sets the org-wide display format for dates, times, numbers, name order, and addresses • Not to be confused with Language, which sets the text itself • Users can override with a personal locale | ||
Set to Portuguese so standard tabs, fields, and Online Help display in Portuguese | • Controls the text of the UI: standard tabs, fields, and help • Distinct from locale (format). A user can pick a personal language different from the org default | ||
(GMT +00:00) Greenwich Mean Time for a London HQ; Salesforce auto-adjusts for Daylight Saving | • Org-wide default for event start/end times, calendar entries, and date/time fields • Each user can set a personal time zone to match their location | ||
Setup > Fiscal Year > set Fiscal Year Start Month to July; choose start-based or end-based naming | • A 12-month Gregorian-calendar year • Just pick the start month and naming • Used in reporting and forecasting • Use this unless your finances do not follow the standard calendar | ||
Define a 4-4-5 retail calendar when your fiscal periods do not match a standard month structure | • For organizations whose fiscal periods do not follow the Gregorian calendar • Lets you define custom periods and labels • Used in reporting and forecasting | ||
Mon to Fri, 8AM to 8PM; set 00:00 to 00:00 each day for true 24/7 support | • Define when your support team operates • Drives when cases escalate, since escalation rules only run during their associated business hours • You can create multiple sets for different regions | ||
Add Dec 25 so cases skip escalation that day; up to 1000 holidays per business-hours set | • Dates when business hours, and any escalation rules tied to them, are suspended. Cases skip escalation • Associate a holiday with a business-hours set for it to take effect | ||
Company Information > Edit > check Activate Multiple Currencies to go global | • Orgs use one currency by default • Enabling multiple currencies lets records carry different currencies. Warning: once enabled it cannot be disabled, so it is a high-stakes decision | ||
Set EUR as corporate; every other currency's conversion rate is stated relative to it | • The base currency of HQ that all conversion rates are measured against • You can change it, but you cannot deactivate it • Set on Company Information after multi-currency is enabled | ||
Currency Setup > Edit Rates: 1 USD = 0.93 EUR; applies to all currency fields at once | • Static exchange rates between each active currency and the corporate currency • Editing a rate updates all current and past amounts, because previous rates are not stored | ||
Dated rate of 0.9464 for opps closing in January, 0.9353 for those closing later | Adds dated exchange rates for opportunity and opportunity-product fields, so closed deals keep the rate that applied on their close date instead of being re-valued. | ||
A user in Luxembourg sets EUR in personal Settings > Language & Time Zone | • A per-user default currency, available only after multi-currency is enabled • Used as the default in quotas, forecasts, opportunities, quotes, and reports • Distinct from the org-wide corporate currency |