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

Adding files to libraries

Add a new file using the Add Files button in Lightning Experience. You can upload a new file to a given library's folder/subfolder. After a file is created, you can view most of its metrics:

File details on Lightning Experience

There no such thing as tagging. Let's switch back to Salesforce Classic. You should already be familiar with switching to Salesforce Classic; just click on Switch to Salesforce Classic on your user's icon, as illustrated here:

Jump to the Salesforce Content tab and select the library and the content just uploaded using Lightning Experience. Then, click on the Edit drop-down and choose Edit Content Details:

Content details in Classic view

The Standard Information section contains the title, description, and tags used (with the suggested ones included), while the Additional Information section displays Record Type...