Salesforce Administrator (ADM-201) Exam Survival Guide

Window: Global | 60 Q / 105 min

Must-do topics

• Org setup, users & profiles, permission sets, sharing rules/OWD, roles
• Objects/fields: lookup vs master-detail, roll-up summary, validation rules
• Automation: Flow (record-triggered), Workflow (legacy), Process Builder (legacy migration)
• Data: imports, Dataloader, duplicate mgmt, data quality
• Reports/Dashboards: report types, buckets, row-level formulas
• Service/Sales Cloud basics: cases, macros, email-to-case, leads/opportunities

Top traps (avoid)

• Using profiles for granular perms vs permission sets
• Creating roll-up on lookup (not supported)
• Overusing Workflow/Process Builder instead of Flow-first approach
• Sharing: forgetting OWD impact before rules

Time split

• ~1.7 min/Q; first pass recall → second pass scenario

Last-48h checklist

• Sharing & visibility matrix; Flow triggers; report types
• Data import wizard vs Dataloader use-cases; duplicate rules

Quick facts

• Master-detail enables roll-ups; lookup doesn’t
• OWD private → use role hierarchy, sharing rules, manual share
• Flow is strategic; PB/Workflow are legacy

Speed tactics

• Map requirement → config (declarative) first, code last
• Eliminate answers breaking least privilege or OWD logic

Day-of mini-plan

• 10-min Flow/Sharing flashcards; steady pace; review flags