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

Time-dependent actions

Actions can be executed hours or days after a given date.

To add time-dependent actions, the workflow must be inactive and the evaluation criteria must not be set to Evaluate the rule when a record is created, and any time it's edited to subsequently meet the criteria.

Remove the Notify if Lead is not yet contacted email alert from the immediate actions, as shown in the following screenshot:

Workflow rule ready to be linked with a time-dependent action

Now click the Add Time Trigger button and select the appropriate time definition:

Time-dependent trigger editing

This is what you see on the workflow editing form:

Time-dependent trigger enabled on workflow

Now you can add the existing email alert:

Action added to the time-dependent trigger

After the lead is created, the action executes after two days, and only if the rule criteria is still valid...