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

Final considerations for building with a Process Builder

Before closing this chapter, let's look at the things we need to take into consideration when building automation using a Process Builder.

The first suggestion is to use one automation tool for each object because it becomes very difficult to predict when actions will take place if you have a Process Builder, Apex triggers, and workflow rules active at the same time.

When replacing a workflow rule or an Apex trigger with a Process Builder, remember to deactivate them before activating the Process Builder, otherwise you may get unexpected results, such as the record being overwritten several times or multiple email notifications being sent (we don't want to spam our precious users).

Moreover, use only one record-change triggered process per object. That way, you will have an idea of what's happening behind...