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

Summary

In this chapter, we looked at using the Salesforce CRM Content feature for organizing internal documents into libraries and allowing users to access specific content depending on their permissions. With Content Delivery, documents can be shared with external recipients using encrypted links, allowing our leads and customers to consume internal documents (increasing security by setting up a password).

You should now be able to create libraries that can put together corporate documents, give users the proper permissions to access, edit, and administer libraries and their content, efficiently share (more or less) critical content to your customers and partners, and configure content searches for the ease of your users.

In the next chapter, we'll be talking about reporting and dashboards, a task that can take a significant amount of an admin's time.

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