- What is a dashboard?
- It's a collection of report tables
- It's a report with a chart
- It's a report chart
- It is a collection of charts that come from different reports
- What is a dashboard component?
- It's a collection of report tables
- It's a report with a chart
- It's a report charted within a dashboard
- It is a collection of charts that come from different reports
- A component:
- Can have more than one source report
- Can be replaced with a lightning component
- Can be added anywhere in the dashboard grid
- Can be resized within the dashboard grid
- A dashboard viewed as Me:
- Means that any user running the dashboard will see components results as if the current user is running it
- Means that any user running the dashboard will see components results as if they are running it
- Means that any user can change the running user and see data as any other...
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Book Overview & Buying
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Table Of Contents
Salesforce Advanced Administrator Certification Guide
By :
Salesforce Advanced Administrator Certification Guide
By:
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)
Preface
Section 1: Security, Access, and Organization Management
Secure Data Access
Auditing and Monitoring
Change Management
Section 2: Data Model Management
Extending Custom Objects
Section 3: Sales and Service Cloud Applications
Support Sales Strategies with Sales Cloud Features
Service Cloud Applications
Section 4: Data and Content Management
Improving Data Quality with Duplicate Management
Salesforce CRM Content Management
Section 5: Reports and Dashboards
Mastering Reports
Visualizing Key Metrics with Dashboards
Section 6: Process Automation
Automation with Workflows
Automating Record Approval with Approval Processes
Lightning Process Builder
Lightning Flows
The Coding Approach
Section 7: Taking Your Certification Exam
Tips and Tricks for Passing Your Exam
Mock Test A and B
Assessments
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