Book Image

Salesforce Advanced Administrator Certification Guide

By : Enrico Murru
Book Image

Salesforce Advanced Administrator Certification Guide

By: Enrico Murru

Overview of this book

The Salesforce Advanced Administrator certification extends beyond administrator certification, covering advanced platform features and functions such as configuration, automation, security, and customization. Complete with comprehensive coverage of all these topics and exam-oriented questions and mock tests, this Salesforce book will help you earn advanced administrator credentials. You'll start your journey by mastering data access security, monitoring and auditing, and understanding best practices for handling change management and data across organizations. The book then delves into data model management for improving data quality and lets you explore Sales features such as products, schedules, quotes, and forecasting capabilities. As you progress, this book will guide you in working with content management to set up and maintain Salesforce content. You'll also master organizing your files and data using reports and dashboards. Finally, you'll learn how to use a combination of automation tools to solve business problems. By the end of the book, you will have developed the skills required to get your advanced administrator credentials.
Table of Contents (27 chapters)
Free Chapter
1
Section 1: Security, Access, and Organization Management
5
Section 2: Data Model Management
7
Section 3: Sales and Service Cloud Applications
10
Section 4: Data and Content Management
13
Section 5: Reports and Dashboards
16
Section 6: Process Automation
22
Section 7: Taking Your Certification Exam

Exploring and customizing rules

In this section, we will learn how to customize the duplicate and matching rules.

Customizing duplicate rules

As we have already seen in the previous sections, duplicate rules are used to alert on potential duplicates or prevent potential duplicates for a given record (if it is used on objects other than Account, Contact, and Lead, the Potential Duplicates component cannot alert the user in real time, but the Duplicate Record Set object will be created anyway).

To create a new duplicate rule, jump to Setup | Duplicate Management | Duplicate Rules and click the New Rule | Contact button. Select the object you want the rule to be created on:

Duplicate rule creation

Before creating everything...