ADM 201 Administration Essentials for New Admins Exam Answers
The ADM 201: Administration Essentials for New Admins Exam is the foundational certification for anyone looking to become a Salesforce Certified Administrator. Designed to validate your knowledge of Salesforce’s core features and functionality, this exam is ideal for new system administrators, power users, and professionals transitioning into a Salesforce-focused role.
In today’s digital-first business landscape, Salesforce has become the world’s leading Customer Relationship Management (CRM) platform. Companies across industries rely on certified Salesforce administrators to keep their Salesforce environments running smoothly, securely, and efficiently.
🧠 What You’ll Learn
The ADM 201 certification exam covers a wide range of essential topics every administrator must master to configure and manage Salesforce effectively. Here’s a breakdown of the major areas you’ll be proficient in after preparing for this exam:
🔹 1. Organization Setup
Understanding company settings (language, currency, locale)
Managing fiscal years and business hours
🔹 2. User Setup and Management
Creating and managing users
Assigning profiles and permission sets
Managing password policies and login access
🔹 3. Security and Access
Role hierarchy and sharing rules
Profiles, permission sets, and field-level security
Best practices for securing data and limiting user access
🔹 4. Standard and Custom Objects
Creating custom fields and objects
Using record types, page layouts, and field dependencies
Managing schema with relationships (lookup, master-detail)
🔹 5. Sales and Marketing Applications
Configuring Leads, Opportunities, Campaigns, and Accounts
Customizing sales processes and sales paths
🔹 6. Service and Support Applications
Setting up Cases, Queues, and Assignment Rules
Automating support workflows with Escalation Rules and Macros
🔹 7. Activity Management and Collaboration
Managing tasks, events, and email integration
Configuring Chatter and enabling user collaboration
🔹 8. Data Management
Importing, exporting, and updating data using Data Import Wizard and Data Loader
Data validation, deduplication, and mass deletion
🔹 9. Analytics – Reports and Dashboards
Creating custom reports and dashboards
Utilizing filters, groupings, and conditional formatting
Using dynamic dashboards and report scheduling
🔹 10. Workflow and Process Automation
Understanding automation tools: Workflow Rules, Process Builder, and Flow Builder
Setting up approval processes
Choosing the right automation based on business requirements
🔹 11. AppExchange and Productivity Tools
Installing and configuring third-party applications
Understanding app deployment and security considerations
🎯 Who Should Take the ADM 201 Exam?
The ADM 201 exam is ideal for individuals at the beginning of their Salesforce journey or those transitioning into a more technical or administrative role. Here are some of the key audiences:
✅ New Salesforce Admins
If you’re new to managing a Salesforce instance and want to build a strong foundation, this exam is your first step toward becoming a certified professional.
✅ IT Professionals Moving to Salesforce
System analysts, business analysts, and IT admins who are shifting toward a CRM or Salesforce-specific role will benefit greatly from the structured learning this certification offers.
✅ Salesforce Power Users
Experienced end-users who want to elevate their technical skills and gain admin-level access can solidify their understanding of platform configuration and automation.
✅ Consultants and Project Managers
Professionals who oversee Salesforce implementations or consult on CRM projects will gain the technical understanding needed to guide clients and stakeholders more effectively.
✅ Career Changers
Looking to break into the Salesforce ecosystem? ADM 201 is often the gateway certification that helps open doors to high-demand roles like Salesforce Admin, Consultant, or CRM Specialist.
📈 Why Earning the ADM 201 Certification Matters
Job-Ready Skills: Demonstrate to employers that you can handle day-to-day administrative tasks in a live Salesforce environment.
Industry Recognition: ADM 201 is globally recognized and serves as a prerequisite for advanced certifications like Advanced Administrator or Platform App Builder.
Career Growth: According to multiple job boards, Salesforce Admin roles consistently rank among the highest-paying and fastest-growing jobs in tech.
Versatility: Certified administrators work across industries—finance, healthcare, retail, education, and more.
🧩 Prepare with Confidence at Exam Sage
At Exam Sage, we offer comprehensive and up-to-date ADM 201 practice exams designed to mirror the format and rigor of the real exam. Our tests include:
Hundreds of carefully curated multiple-choice questions
Detailed explanations for every answer
Coverage across all exam topics
A user-friendly experience for self-paced study
Whether you’re preparing for your first certification or brushing up your admin knowledge, Exam Sage is your trusted partner for exam prep success.
Sample Questions and Answers
What is the primary purpose of the “App Launcher” in Salesforce?
A) To manage user permissions
B) To search and access apps within Salesforce
C) To monitor system performance
D) To import data into Salesforce
Answer: B) To search and access apps within Salesforce
Explanation: The App Launcher allows Salesforce users to search and access all the apps that are available to them, making it a central feature for navigating the platform.
Which of the following can be customized in a Salesforce record page?
A) Standard fields
B) Page layouts
C) Standard reports
D) User permissions
Answer: B) Page layouts
Explanation: Page layouts allow administrators to control the fields, related lists, and other elements that are visible on a Salesforce record page. They can be customized to meet business requirements.
What is the first step in the Salesforce setup process for a new administrator?
A) Create users
B) Customize the organization settings
C) Import data
D) Set up security and access
Answer: B) Customize the organization settings
Explanation: The first step in setting up Salesforce is typically configuring organization-wide settings, including locale settings, currency, and other foundational configurations.
What is a Profile used for in Salesforce?
A) To control which records a user can access
B) To define the level of access a user has to objects and fields
C) To assign page layouts to users
D) To assign permissions to specific reports
Answer: B) To define the level of access a user has to objects and fields
Explanation: Profiles define the access levels for various objects, fields, and other Salesforce features, such as record types, page layouts, and permission sets.
Which feature allows users to view records from different objects in a single view?
A) Custom Tabs
B) Record Types
C) Related Lists
D) Visualforce Pages
Answer: C) Related Lists
Explanation: Related lists display records from related objects on a single page. They allow users to see related data in a structured format.
Which of the following can be used to control access to data in Salesforce?
A) Sharing Rules
B) Record Types
C) Custom Fields
D) Workflow Rules
Answer: A) Sharing Rules
Explanation: Sharing Rules help control data visibility by defining how records can be shared among users in Salesforce, based on certain criteria or ownership.
What is the function of a Permission Set in Salesforce?
A) To control access to standard reports
B) To grant additional permissions to users
C) To create custom fields
D) To define field-level security
Answer: B) To grant additional permissions to users
Explanation: Permission Sets allow administrators to grant additional permissions to users beyond what is defined in their profile.
Which of the following is a Salesforce feature used to automate repetitive tasks?
A) Apex
B) Process Builder
C) Custom Objects
D) Reports
Answer: B) Process Builder
Explanation: Process Builder is a tool used in Salesforce to automate business processes by defining a series of actions to be performed when certain conditions are met.
What is a “Record Type” used for in Salesforce?
A) To determine which fields are visible to users
B) To define the business processes associated with a record
C) To assign specific page layouts to records
D) To control field-level security
Answer: B) To define the business processes associated with a record
Explanation: Record Types allow administrators to create different processes, page layouts, and picklist values for different kinds of records in Salesforce.
What is the Salesforce “Lightning Experience”?
A) A mobile application for Salesforce
B) A set of enhanced user interface features
C) A new reporting tool
D) A backup and recovery feature
Answer: B) A set of enhanced user interface features
Explanation: Lightning Experience is a modern, improved user interface that provides an intuitive, efficient, and customizable user experience for Salesforce users.
Which tool in Salesforce can be used to create custom reports?
A) Salesforce Analytics
B) Report Builder
C) Process Builder
D) Data Import Wizard
Answer: B) Report Builder
Explanation: Report Builder is a tool in Salesforce that allows users to create custom reports to view, analyze, and summarize data based on specific criteria.
What is the purpose of an “Approval Process” in Salesforce?
A) To automate the data entry process
B) To define how records should be approved or rejected
C) To create custom objects for approvals
D) To manage permissions for approving records
Answer: B) To define how records should be approved or rejected
Explanation: An Approval Process defines the steps and actions required for a record to be approved, such as who must approve it and under what conditions.
Which of the following can be customized in the Salesforce home page?
A) Standard fields
B) Dashboards and Reports
C) User permissions
D) Data import settings
Answer: B) Dashboards and Reports
Explanation: The Salesforce home page can be customized to display relevant dashboards, reports, and other components to enhance user productivity.
Which Salesforce feature helps in managing multiple users’ access to records in a more flexible way than profile-based security?
A) Permission Sets
B) Sharing Rules
C) Field-Level Security
D) Apex Triggers
Answer: B) Sharing Rules
Explanation: Sharing Rules provide a more flexible way of managing access to records, allowing administrators to define how records are shared based on criteria such as role or ownership.
Which of the following describes “Chatter” in Salesforce?
A) A task management tool
B) A collaboration tool within Salesforce
C) A mobile app for Salesforce
D) A reporting feature in Salesforce
Answer: B) A collaboration tool within Salesforce
Explanation: Chatter is a collaboration tool in Salesforce that allows users to communicate, share information, and collaborate in real-time on records and other content.
What does “Field-Level Security” control in Salesforce?
A) Who can edit a record
B) Who can view and edit individual fields within a record
C) Who can delete a record
D) Who can create records
Answer: B) Who can view and edit individual fields within a record
Explanation: Field-Level Security controls which fields are visible or editable by users based on their profile or permissions.
What is the main purpose of “Data Import Wizard” in Salesforce?
A) To create custom reports
B) To import data from external sources into Salesforce
C) To clean and validate data
D) To backup Salesforce data
Answer: B) To import data from external sources into Salesforce
Explanation: The Data Import Wizard is used to import records such as accounts, contacts, and opportunities from external sources into Salesforce.
What is “Sandbox” used for in Salesforce?
A) To test customizations and new features without affecting production data
B) To store archived data
C) To schedule reports and dashboards
D) To monitor system performance
Answer: A) To test customizations and new features without affecting production data
Explanation: A Sandbox environment is used to test and develop changes or customizations without impacting the live Salesforce data.
What is a “Validation Rule” in Salesforce used for?
A) To control record ownership
B) To ensure data entered meets certain criteria
C) To automate workflows
D) To manage user permissions
Answer: B) To ensure data entered meets certain criteria
Explanation: Validation Rules ensure that data entered into Salesforce meets specific conditions or criteria before it is saved.
Which Salesforce feature allows administrators to track and log changes to records?
A) Field History Tracking
B) Workflow Rules
C) Record Types
D) Permission Sets
Answer: A) Field History Tracking
Explanation: Field History Tracking enables administrators to track changes to specified fields and capture data for audit purposes.
What is the use of “Reports” in Salesforce?
A) To control user access
B) To analyze and display data visually
C) To define business processes
D) To import and export data
Answer: B) To analyze and display data visually
Explanation: Reports in Salesforce are used to display and analyze data in various formats, such as tables and charts, to make data-driven decisions.
What is a “Custom Object” in Salesforce?
A) A standard object provided by Salesforce
B) An object created to meet specific business needs
C) A pre-built template for business processes
D) A tool for creating reports
Answer: B) An object created to meet specific business needs
Explanation: Custom Objects are created to store information that is unique to your organization and cannot be captured in standard Salesforce objects.
Which of the following is a feature of the Salesforce “Lightning App Builder”?
A) To automate business processes
B) To create custom record pages
C) To import data
D) To set field-level security
Answer: B) To create custom record pages
Explanation: The Lightning App Builder allows administrators to create custom pages with drag-and-drop components, tailored to the needs of specific users.
What is a “Queue” used for in Salesforce?
A) To assign records to users automatically
B) To store records pending approval
C) To organize records for manual processing
D) To import data into Salesforce
Answer: C) To organize records for manual processing
Explanation: A Queue is used to manage records that are awaiting processing by a user or group, making it easier to assign and track workloads.
Which of the following can be used to create workflows in Salesforce?
A) Process Builder
B) Workflow Rules
C) Visualforce Pages
D) Data Loader
Answer: B) Workflow Rules
Explanation: Workflow Rules in Salesforce automate standard internal procedures and processes to save time across the organization.
What type of data can be tracked using Salesforce “Field History Tracking”?
A) Changes to custom objects only
B) Changes to fields on standard and custom objects
C) Changes to user permissions
D) Changes to reports
Answer: B) Changes to fields on standard and custom objects
Explanation: Field History Tracking is used to monitor changes to fields on both standard and custom objects, providing valuable audit and compliance information.
Which of the following defines a “Business Process” in Salesforce?
A) A sequence of stages and actions used for records like leads or opportunities
B) The way fields are grouped together in a page layout
C) The design of custom objects
D) The procedure to import data into Salesforce
Answer: A) A sequence of stages and actions used for records like leads or opportunities
Explanation: A Business Process in Salesforce refers to the stages or steps in managing records, such as lead or opportunity processes.
What does the “Record Ownership” in Salesforce refer to?
A) The field that tracks record changes
B) The user or group responsible for a record
C) The team assigned to a record
D) The permissions granted to a user for a record
Answer: B) The user or group responsible for a record
Explanation: Record ownership refers to the user or group responsible for a record, which impacts access and sharing settings.
Which Salesforce feature enables administrators to monitor user activity and performance?
A) Reports and Dashboards
B) Data Import Wizard
C) Setup Audit Trail
D) Lightning App Builder
Answer: C) Setup Audit Trail
Explanation: The Setup Audit Trail enables administrators to track changes made in the Salesforce setup, offering visibility into user actions and configurations.
Which action can be performed using the “Data Loader” in Salesforce?
A) Create and manage reports
B) Import, export, update, and delete Salesforce records
C) Customize page layouts
D) Create workflow rules
Answer: B) Import, export, update, and delete Salesforce records
Explanation: The Data Loader is a tool that allows administrators to perform bulk operations such as importing, exporting, updating, and deleting Salesforce records.
