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MORE MIKE WHEELER MEDIA RESOURCES FOR YOU!
Mike Wheeler Media+ On-Demand Courses
Free Career Launch Action Plan
Live Salesforce Administrator Certification Course
Free Portfolio Power Hour Workshop
28-Day Career Launch Accelerator
Free 9-Week Salesforce Certification Challenge
Salesforce Administrator Practice Tests
Free Salesforce Career Paths Course
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1
ABOUT ME
My name is Mike Wheeler, and I am the founder of Mike Wheeler Media. I have been working on the Salesforce platform since 2012 and have taught hundreds
of thousands of students how to do the same, since 2016. My mission is to Train, Inspire and Equip YOU for a Cloud Career.
ABOUT THIS CHECKLIST
This Salesforce Self-Assessment Checklist is focused on the Salesforce Certified Administrator Exam. I have spent countless hours dissecting the Exam Guide
Outline for the Administrator Exam.
In the following pages, you will find the checklist divided into the various Knowledge Areas of the Exam Guide. I have also included the weighting of each
Knowledge Area for your reference.
Moving left-to-right across the different column headers in the checklist, you will also see KA # and Tot. # referenced. These are the number of topics in the
current Knowledge Area and in total, respectively.
Next you will see the Topic column. Each topic is hyperlinked, which you can click on to go to the Salesforce online help for that particular topic.
Finally, the ‘Know?’ column is to be checked if you feel confident that you know and understand that particular topic.
HOW TO SCORE YOURSELF
Go through the checklist and count the number of checkmarks for the topics that you feel confident that you understand. (TIP If you have to click the help
article to even understand what that topic is, you likely shouldn’t check it.)
WASH, RINSE, REPEAT
I highly recommend that you complete this checklist weekly (or monthly) during your learning journey to measure your progress. This checklist will quickly help
you focus on your weak areas that need improvement.
OTHER MIKE WHEELER MEDIA RESOURCES FOR YOU!
Mike Wheeler Media+ On-Demand Courses
Free Career Launch Action Plan
Live Salesforce Administrator Certification Course
Free Portfolio Power Hour Workshop
28-Day Career Launch Accelerator
Free 9-Week Salesforce Certification Challenge
Salesforce Administrator Practice Tests
Free Salesforce Career Paths Course
For tips on using this checklist, watch this video
On-Demand Salesforce Training at MikeWheelerMediaPlus.com Live Salesforce Training at MikeWheelerMediaLive.com
2
Knowledge Area & Weighting
Tot.
#
MWM+
Topic
Know?
Organization Setup (3%)
1
Fiscal Year Settings and Options
2
Business Hours
3
Enabling Multiple Currencies and Setting Up Dated Exchange Rates
4
Default Settings (Locale, Language and Time Zone)
5
User Interface Settings
6
Search Settings
7
List Views (creating, filtering, pinning, kanban view, )
8
Homepage Layouts (Default Home Page, App and Profile Home Page
Combinations)
User Setup (7%)
9
Assigning a Salesforce License to a User
10
Resetting User Password
11
Resolving Locked User Accounts
12
Implications of Activating a User
13
Implications of Deactivating a User
14
Implications of Freezing a User
Security and Access (13%)
15
Setting an Organization's Password Policies
16
IP Restrictions
17
Identity Confirmation (renamed Device Activation in Spring '21 release)
18
Network Settings
19
Organization Wide Defaults
20
Roles and the Role Hierarchy
21
Manual Sharing
22
Sharing Rules
23
Public Groups
24
Custom Profile
25
Permission Set
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3
Security and Access (CONT. 13%)
26
Profile Settings
27
Profile Permissions
28
How folders can be used to organize and secure communication
templates
29
How folders can be used to organize and secure dashboards
30
How folders can be used to organize and secure reports
Standard and Custom Objects (14%)
31
Standard Object Architecture
32
Relationship Model
33
Create Fields
34
Edit / Customize Fields
35
Page Layouts for Standard and Custom Objects
36
Understand the implications of deleting fields
37
Create and Assign Page Layouts
38
Create and Assign Record Types
39
Create Business Processes for Standard Objects and Custom Objects
Sales and Marketing Applications
(14%)
40
Capabilities and Implications of the Sales Process
41
Sales Productivity Features Using Opportunity Tools
42
When Products Should Be Used
43
When Price Books Should Be Used
44
Capabilities of Lead Automation Tools
45
Capabilities of Campaign Management
46
Capability of Salesforce Content
Service and Support Applications
(13%)
47
Capabilities of Case Processes
48
Capabilities of Case Settings
49
Case Comments
50
Case Assignments
51
Case Auto-Response
52
Case Escalation
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4
Service and Support Applications
(CONT. 13%)
53
Web-to-Case
54
Email-to-Case
55
Case Teams
56
Capabilities of Salesforce Knowledge
57
Capabilities of Salesforce Digital Experiences (Formerly Communities)
Activity Management and
Collaboration (3%)
58
Manage Tasks
59
Events
60
Public Calendars
61
Multi-Day Events
62
Chatter Feed
63
Chatter Groups
64
Following in Chatter
65
Chatter Security Features
Data Management (10%)
66
Considerations when importing, updating and mass deleting data
67
Data Quality
68
Field Mapping
69
Record IDs
70
External IDs
71
Duplicate Records
72
Data Loader
73
Data Import Wizard
74
Capabilities and Implications of Data Validation Tools
75
Data Export Service
76
How to back up data using Dataloader
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5
Analytics - Reports & Dashboards
(10%)
77
Types of Reports
78
Report Formats
79
Report Fields
80
Summarizing Data in Reports
81
Filtering Data in Reports
82
Adding Charts to a Report
83
Scheduling a Report
84
Conditional Highlighting in a Report
85
Sharing Model Impact on Reports
86
Dashboard Components
87
Data Sources for Dashboards
88
Dashboard Chart Types
89
Subscribing to Dashboards
90
Dashboard Running User / Dynamic Dashboards
91
Custom Report Types
Workflow/Process Automation (8%)
92
Capabilities of Workflow Rules and Actions
93
Capabilities of Processes (Process Builder)
94
Capabilities and Use Cases for Approval Processes
Desktop and Mobile Administration
(3%)
95
Capabilities of the Salesforce Mobile App
96
Installation and Synchronization Options of Salesforce Lightning for
Outlook
AppExchange (2%)
97
Use Cases for AppExchange Applications