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

Using approvals

Let's test our new approval. But before this, let's create a workflow rule on the Opportunity object that resets the Approval Status field if the amount field is updated, as shown in the following screenshot:

Workflow rule to reset the approval status on the opportunity record

Note that the rule criteria is ISCHANGED(Amount), which states that the rule fires any time the Amount field is updated.

We are now ready to test. Let's proceed with the following steps:

  1. Using a lower hierarchy user (which should have a Manager defined), create a new opportunity by setting the following values:
    • Name: Whatever you like
    • Stage: Any
    • Close Date: Any
    • Amount: $15.000,00
    • Approval Status: Pending (defaulted)
  2. Now click on the Submit for Approval button (it should be next to the Clone button, depending on your layout configuration) and add a note on the modal (this...