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Sébastien Tang

Note AI in Salesforce

ADX201: who to enrol, what to check, when to choose ADX211

ADX201 serves new admins who already know the Salesforce basics. Check that prerequisite, then choose a trainer who teaches automation in Flow. ADX211 expects six months as an admin after ADX201.

Written for
Training organisation planners and buyers of Salesforce administration training
Author
, Program and Delivery · Seoul
Published
Reading time
5 min

In short

  • ADX201 (5 days) is the course for people who will install, configure and maintain Salesforce in their company and already know its basic concepts.
  • The published programme still cites Process Builder and workflow rules, unsupported since 31 December 2025: the course's automation is done in Flow.
  • Someone who has administered an org for at least six months, after ADX201, goes to ADX211. Someone new to administration stays in ADX201.

I write my own material, rerun every exercise before the session, and my examples come from the Salesforce programmes I ran for clients. For anyone organising an ADX201 session, the course turns on two checks, not on its title: the trainee will administer Salesforce and already knows the basics, and the trainer teaches automation in Flow. Workflow rules and Process Builder, which the published programme still cites, have been unsupported since 31 December 2025.

An example from one of my ADX201 sessions. In this course the exercises build on one another: each relies on objects and fields created in the previous one. On day 4, when we reached reports, some trainees did not have the object created the day before, and the import stalled on the parent-child order. My materials, revised in October 2026, give every exercise its starting point, a five-minute catch-up and a supplied data set. That is the kind of detail to ask every candidate trainer about.

Who is ADX201 for?

The official title is Administrative Essentials for New Admins in Lightning Experience (ADX201), over 5 days. The catalogue programme calls it “L’essentiel de l’administration Salesforce” and places it at foundation level. The target audience is new administrators, responsible for installing, configuring and maintaining Salesforce in their company.

The programme also welcomes power users, sales operations teams and IT managers who want to go deeper. For these profiles, the question is what the person will do in the org after the session. A salesperson who mainly wants to follow their accounts and opportunities more closely is a better fit for BSX101, designed for people who need to understand Salesforce’s main functions without being its administrators.

ADX201 is one of the courses already taught: five sessions in 2026, between February and September, one of them in-house. The next runs from 16 to 20 November 2026. The course is offered as a virtual class or onsite.

What should you check before enrolling someone?

The official prerequisite fits in one line: know Salesforce’s basic concepts and functions. Salesforce also recommends the trailmix “Administrative Essentials for New Admins Prework”. This prerequisite is hard to read on an enrolment form, so ask the trainee or their manager something concrete instead: what do they already do in the org, every week?

The second point is English. The course prepares for the administrator certification (Platform Administrator), whose exam exists only in English, and not every term is translated. Decent English therefore helps, even for those not aiming for the exam.

The third point is logistics. In September 2026, with a partly remote group, getting everyone connected to the org delayed the first morning’s start by a quarter of an hour, and screen sharing cut out several times during demonstrations. I now send access details the evening before with a step-by-step procedure, and I check screen sharing at the start of each half-day. On the planner’s side, what remains is to make sure the address given for each trainee is the one they actually read.

That leaves comparing trainers on their preparation. In one September 2026 session, an exercise on restriction rules started while the expected field did not exist on the standard object being used, and a Salesforce outage blocked practice for several hours on day 3. I now prepare each exercise’s object before the session and keep an offline fallback exercise ready. Two questions to ask every trainer: what happens when a trainee does not have the object created the day before? What do they plan if the org stops responding? One trainee’s feedback points the same way: “A su réadapter le support au fil des jours” (“adapted the material as the days went on”; ADX201 trainee, PLB, 2026).

Before enrolling a trainee in ADX2011. They will administer a Salesforce org: Install, configure and maintain Salesforce in their company, or go deeper as a power user, in sales operations or as an IT manager. 2. They know the Salesforce basics: This is the official prerequisite. Ask what they already do in the org each week rather than ticking a box. 3. The prework trailmix has been sent to them: Salesforce recommends “Administrative Essentials for New Admins Prework” before the course. 4. They read English comfortably: The certification exam exists only in English, and not every term is translated. 5. Less than six months as admin after ADX201: After six months of administration following ADX201, the question becomes ADX211: see the last section. 6. Their address for org access is checked: Org access goes out the evening before, with a step-by-step procedure.They will administer a Salesforce orgInstall, configure and maintain Salesforce in their company, or go deeper as a power user,in sales operations or as an IT manager.They know the Salesforce basicsThis is the official prerequisite. Ask what they already do in the org each week rather thanticking a box.The prework trailmix has been sent to themSalesforce recommends “Administrative Essentials for New Admins Prework” before thecourse.They read English comfortablyThe certification exam exists only in English, and not every term is translated.Less than six months as admin after ADX201After six months of administration following ADX201, the question becomes ADX211: seethe last section.Their address for org access is checkedOrg access goes out the evening before, with a step-by-step procedure.Before enrolling a trainee in ADX2011. They will administer a Salesforce org: Install, configure and maintain Salesforce in their company, or go deeper as a power user, in sales operations or as an IT manager. 2. They know the Salesforce basics: This is the official prerequisite. Ask what they already do in the org each week rather than ticking a box. 3. The prework trailmix has been sent to them: Salesforce recommends “Administrative Essentials for New Admins Prework” before the course. 4. They read English comfortably: The certification exam exists only in English, and not every term is translated. 5. Less than six months as admin after ADX201: After six months of administration following ADX201, the question becomes ADX211: see the last section. 6. Their address for org access is checked: Org access goes out the evening before, with a step-by-step procedure.They will administer a Salesforce orgInstall, configure and maintain Salesforcein their company, or go deeper as a poweruser, in sales operations or as an ITmanager.They know the Salesforce basicsThis is the official prerequisite. Ask whatthey already do in the org each week ratherthan ticking a box.The prework trailmix has been sent tothemSalesforce recommends “AdministrativeEssentials for New Admins Prework”before the course.They read English comfortablyThe certification exam exists only inEnglish, and not every term is translated.Less than six months as admin afterADX201After six months of administrationfollowing ADX201, the question becomesADX211: see the last section.Their address for org access ischeckedOrg access goes out the evening before,with a step-by-step procedure.
Diagram 1 Six checks to make with the trainee or their manager before confirming their place in the session.

What does the official programme cover?

Put in a planner’s words, the official programme comes down to five blocks. Trainees learn to adapt the application to their team’s processes: page layouts, fields, tabs, business processes. They build a secure environment. They import data and learn to keep it clean. They create reports and dashboards that get used. Finally, they automate a process.

These blocks follow one another in the exercises, as the import example above showed. At project scale, the same parent-child ordering question comes back in a Salesforce data migration, with different stakes and different signatories.

What the programme does not promise matters as much for placement. Automation gets a single objective: automate a process. In-depth work on Flow is the core of ADX211, where Flow takes 4 chapters out of 11. For in-depth work on Flow, aim for ADX211, after ADX201.

What does Winter ‘27 change for the course?

The production release is Winter ‘27 (API 68.0), rolled out in waves since late August 2026. For ADX201, two changes matter.

The first concerns automation. The published programme still cites Process Builder and workflow rules. According to Salesforce Help, both have been unsupported since 31 December 2025: the course’s automation is done in Flow. Trainees may still find these tools in their company’s org, and they need to recognise them. Rebuilding them in Flow is a separate piece of work, with an owner and a deadline, to treat as Salesforce technical debt rather than as an end-of-course exercise.

The second concerns the org itself. A new Winter ‘27 org contains sample data. What today’s org shows is therefore checked in a fresh org before each session, not from memory.

To choose between two trainers, these two changes give two questions: is the automation module done in Flow? Have the exercises been rerun in a fresh Winter ‘27 org? The answers can be checked in the materials themselves.

The Spring ‘27 release notes are expected in mid or late December 2026. Until then, Winter ‘27 is the reference, and an announced feature changes nothing in the course until it appears in a fresh org.

ADX201 or ADX211: how do you decide?

The full comparison of the two courses is in the note ADX201 or ADX211. For the planner, the question fits in one line: is the trainee new to administration, or do they already administer an org?

ADX211 (Administer, Extend, and Automate Salesforce) lasts 4 days, at advanced level. It is aimed at administrators with at least six months’ experience who have taken ADX201, with a prerequisite multiple-choice test before entry. It prepares for the Platform Administrator II exam, which the Trailhead page on administrator certifications presents as the one for experienced administrators. Flow is its core, and that is where the new Flow features of Winter ‘27 are worked on, such as test mode for record-triggered flows, still in beta.

The two placement mistakes show quickly. Placed in ADX201, an administrator already in the role redoes tasks they know. Placed in ADX211, a newcomer arrives without the basics the course assumes. That leaves the profile in between: they already administer, but only recently or without having taken ADX201. The planner then starts from the tasks the person actually performs in the org; the ADX211 prerequisite, for its part, remains having taken ADX201.

ADX201 or ADX211: where to place this traineeWill the trainee use Salesforce without administering it? Yes: BSX101, the Salesforce basics for daily use. No: Have they administered an org for at least six months, after taking ADX201? Yes: ADX211, after the prerequisite multiple-choice test. No: Do they lack the basic Salesforce concepts and functions? Yes: BSX101 first for the basics, then ADX201. No: ADX201: they are new to administration and will administer an org.Will the trainee use Salesforce withoutadministering it?BSX101, the Salesforce basics fordaily useYesNoHave they administered an org for atleast six months, after takingADX201?ADX211, after the prerequisitemultiple-choice testYesNoDo they lack the basic Salesforceconcepts and functions?BSX101 first for the basics, thenADX201YesNoADX201: they are new to administrationand will administer an orgADX201 or ADX211: where to place this traineeWill the trainee use Salesforce without administering it? Yes: BSX101, the Salesforce basics for daily use. No: Have they administered an org for at least six months, after taking ADX201? Yes: ADX211, after the prerequisite multiple-choice test. No: Do they lack the basic Salesforce concepts and functions? Yes: BSX101 first for the basics, then ADX201. No: ADX201: they are new to administration and will administer an org.Will the trainee use Salesforce withoutadministering it?BSX101, the Salesforce basics fordaily useYes →No ↓Have they administered an org for at leastsix months, after taking ADX201?ADX211, after the prerequisitemultiple-choice testYes →No ↓Do they lack the basic Salesforceconcepts and functions?BSX101 first for the basics, thenADX201Yes →No ↓ADX201: they are new to administrationand will administer an org
Diagram 2 Three questions to read in order for each enrolment. The first “yes” gives the placement.

Sources

  1. TrailheadCRM Certifications - Administrator Overviewconsulted

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