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Back to ADM-201 Exam

This study plan ensures effective preparation for the ADM-201 exam by focusing on structured learning, tasks, and applying learning techniques like the Pomodoro Technique and Spaced Repetition. Each week has clear goals, actionable tasks, and focused reviews to reinforce knowledge.

Study Plan Overview

Study Timeline

  • Duration: 4 Weeks
  • Daily Time Commitment: 2–3 hours
  • Techniques:
    • Pomodoro Technique: Study in focused 25-minute intervals.
    • Spaced Repetition: Systematically review topics to strengthen retention.

Week 1: Foundational Concepts

Goal: Build a strong understanding of navigation, organization setup, and user management in Salesforce.

Day 1: Getting Around the App (Topic 1)

  • Objective: Understand Salesforce navigation.
  • Tasks:
    • Study:
      • Lightning vs. Classic Interface: Learn their differences and use cases.
      • Page Components: Explore the Home Page, Record Pages, and Navigation Bar.
    • Practice:
      • Use the App Launcher to navigate between objects.
      • Search for specific records using Global Search.
    • Review:
      • Create a flowchart to summarize key navigation tools.

Day 2: Getting Your Organization Ready for Users (Topic 2)

  • Objective: Learn to configure organizational settings.
  • Tasks:
    • Study:
      • Company Information: Configure time zones, currencies, and languages.
      • Business Hours: Define working hours and add holidays.
    • Practice:
      • Update sample business hours in a sandbox.
      • Test time-based login restrictions.
    • Review:
      • Write down step-by-step instructions for configuring organization details.

Day 3: Setting Up and Managing Users (Topic 3)

  • Objective: Learn user setup and management.
  • Tasks:
    • Study:
      • User roles, profiles, and permissions.
    • Practice:
      • Create sample users with different roles and licenses.
      • Test password reset and user deactivation in a sandbox.
    • Review:
      • Draft a checklist for onboarding a new user.

Day 4: Security and Data Access (Topic 4)

  • Objective: Understand the Salesforce security model.
  • Tasks:
    • Study:
      • Object-level, field-level, and record-level security.
    • Practice:
      • Configure Sharing Rules and test role-based access in a sandbox.
    • Review:
      • Create a mind map of Salesforce’s security layers.

Day 5: Hands-On Practice

  • Tasks:
    • Combine topics 1–4 in practical scenarios:
      • Set up an organization, add users, and configure permissions.
      • Simulate data access scenarios using OWD and Sharing Rules.
    • Review:
      • Attempt a quiz covering topics 1–4.

Day 6: Mock Exam Practice

  • Solve 25–30 practice questions covering all studied topics.
  • Review incorrect answers and refine weak areas.

Day 7: Weekly Recap

  • Summarize key takeaways from topics 1–4.
  • Create flashcards for essential terms (e.g., OWD, Sharing Rules, Role Hierarchy).
  • Revisit challenging areas.

Week 2: Intermediate Concepts

Goal: Dive into customization, data management, and reporting.

Day 1: Customization - Fields (Topic 5)

  • Objective: Learn to customize Salesforce fields.
  • Tasks:
    • Study:
      • Field Types: Standard, Custom, Formula, Lookup, Master-Detail.
      • Validation Rules: Create rules to enforce data accuracy.
    • Practice:
      • Create a dependent picklist (e.g., Country → City).
      • Write validation rules (e.g., "Order Amount > 0").
    • Review:
      • List examples of when to use different field types.

Day 2: Managing Data - Data Import and Cleansing (Topic 6)

  • Objective: Master data import and cleanup.
  • Tasks:
    • Study:
      • Use cases for Data Import Wizard and Data Loader.
      • Duplicate Rules: Prevent duplicate data entry.
    • Practice:
      • Import 50 sample records using the Data Import Wizard.
      • Test merging duplicate Accounts.
    • Review:
      • Create a comparison chart for Data Loader vs. Data Import Wizard.

Day 3: Managing Data - Data Export (Topic 6)

  • Objective: Learn to export data.
  • Tasks:
    • Study:
      • How to schedule and perform data exports for backups.
    • Practice:
      • Export sample data and review it in Excel.
    • Review:
      • Write a step-by-step guide for exporting data.

Day 4: Reports - Basics (Topic 7.1)

  • Objective: Understand Salesforce reports.
  • Tasks:
    • Study:
      • Report Types: Tabular, Summary, Matrix, Joined.
      • Report Filters and Grouping.
    • Practice:
      • Create a summary report grouped by Sales Rep.
    • Review:
      • Sketch report layouts for different use cases.

Day 5: Dashboards - Basics (Topic 7.2)

  • Objective: Build dashboards.
  • Tasks:
    • Study:
      • Components: Metrics, Gauges, and Charts.
      • Dynamic Dashboards.
    • Practice:
      • Create a dashboard visualizing sales performance.
    • Review:
      • Identify components best suited for different KPIs.

Day 6–7: Practice and Review

  • Attempt a mock quiz for topics 5–7.
  • Revisit weak areas identified in practice sessions.
  • Review hands-on tasks in a sandbox.

Week 3: Advanced Concepts

Goal: Master automation and customer support processes.

Day 1: Workflow Rules and Process Builder (Topic 8.1–8.2)

  • Objective: Learn automation basics.
  • Tasks:
    • Study:
      • Workflow actions (e.g., email alerts, field updates).
      • Process Builder’s branching logic.
    • Practice:
      • Automate email alerts using Workflow Rules.
      • Build a Process Builder flow to update related records.
    • Review:
      • Compare the capabilities of Workflow Rules and Process Builder.

Day 2: Approval Processes (Topic 8.3)

  • Objective: Configure multi-step approvals.
  • Tasks:
    • Study:
      • Approval steps, actions, and notifications.
    • Practice:
      • Set up an approval process for high-value Opportunities.
    • Review:
      • Write down scenarios where approval processes are required.

Day 3: Managing the Support Process - Cases (Topic 9.1)

  • Objective: Manage customer cases effectively.
  • Tasks:
    • Study:
      • Case Queues and Auto-Response Rules.
    • Practice:
      • Create a queue for support cases and test auto-response emails.
    • Review:
      • Summarize the lifecycle of a Salesforce case.

Day 4: Knowledge Base and Service Console (Topic 9.2–9.3)

  • Objective: Optimize the agent workspace.
  • Tasks:
    • Study:
      • Knowledge Articles: Writing, Publishing, and Searching.
      • Service Console: Tabs, Case Feed, and Macros.
    • Practice:
      • Create an FAQ article and publish it.
      • Customize the Service Console layout.
    • Review:
      • Write down tips for using the Service Console efficiently.

Day 5–7: Review and Practice

  • Revisit sandbox tasks for automation and support processes.
  • Solve scenario-based questions covering topics 8–9.
  • Attempt a full-length mock exam.

Week 4: Consolidation and Exam Preparation

Goal: Strengthen weak areas, practice extensively, and prepare for the real exam.

Daily Tasks

  1. Morning: Review notes and flashcards for all topics.
  2. Afternoon: Solve practice questions and revisit weak areas.
  3. Evening: Take mock exams in a timed setting.

Final Two Days

  • Focus on high-priority areas: Security, Automation, and Reporting.
  • Rest well before the exam day.

By following this plan, you will systematically master all ADM-201 topics while applying effective study techniques.