ADM-201 - Salesforce Certified Administrator Cheat Sheet

Back to Business Platforms (CRM, ERP, ITSM)

🎯Take a practice test on this topic9 practice tests · 436 questions→

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. Below is a complete table-by-table outline of this topic, spanning foundational concepts through advanced details.

Table 1: Company and Organization SettingsTable 2: Declarative UI CustomizationTable 3: User Setup, Licenses and MaintenanceTable 4: Organization Security ControlsTable 5: The Sharing Model and Record AccessTable 6: Profiles, Permission Sets and Permission Set GroupsTable 7: Object Architecture and RelationshipsTable 8: Fields and Their Deletion ImplicationsTable 9: Page Layouts, Record Types and Business ProcessesTable 10: The Sales Process: Leads, Opportunities and PathTable 11: Sales Productivity, Einstein and ForecastingTable 12: Lead Automation and Campaign ManagementTable 13: Case Management FundamentalsTable 14: Automating Case ManagementTable 15: Activity Management: Tasks and EventsTable 16: Chatter CollaborationTable 17: The Salesforce Mobile AppTable 18: AppExchange and PackagesTable 19: Importing, Exporting and Backing Up DataTable 20: Data Validation: Duplicate, Matching and Validation RulesTable 21: Building and Customizing ReportsTable 22: Report Sharing, Folders and VisibilityTable 23: Building and Modifying DashboardsTable 24: Choosing the Right Automation Tool and Order of ExecutionTable 25: Flow: Types, Use Cases and ConfigurationTable 26: Approval ProcessesTable 27: Agentforce Capabilities and Use CasesTable 28: Agent Builder: Prompts, Instructions and Testing

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
Company Information page	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.
Default Locale	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.
Default Language	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.
Default Time Zone	(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.
Standard Fiscal Year	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.
Custom Fiscal Year	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.
Business Hours	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.

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
Company Information page	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.
Default Locale	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.
Default Language	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.
Default Time Zone	(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.
Standard Fiscal Year	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.
Custom Fiscal Year	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.
Business Hours	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.