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 have reached the end of our discussion regarding reports and dashboards. We learned everything there is to know about creating useful dashboards and reports in a way that enables your users to see how a business is going at a glance. By building new dashboards, you can create an engaging and effective view of what's happening in your org and highlight any issues in your processes' data, giving a quick overview for you to highlight pertinent information and execute the right actions to improve your business. We've seen how dashboards can be organized into folders, to limit users level of access, how they are created and configured, how reports can be charted using components, how dashboards are filtered and how users can subscribe to dashboards to get scheduled notifications upon data refresh.

In the next chapter we'll look at how...