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

Controlling who sees what

With tens (or even thousands) of users in your Salesforce organization, choosing the right way to make data visible is an administrator priority: you have to control who sees what and you need to be aware of all the options your Salesforce customer relationship management (CRM) provides.

It's not a coincidence that secure data access is the first subject we are going to study in this book.

In my 10 years' experience, being able to master data access management has always been the key to better data organization, better platform performances, better CRM usability, and of course better customer satisfaction.

Plan the right data sharing and visibility policies at the beginning of your project's journey, along with your data model and business processes. This will prevent your team from strong headaches when the project goes on and no one...