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

Profiles, permission sets, and object security

Profiles define how users can access data and the whole Salesforce application.

There should be one profile per user and one license type per profile easy to remember. Also, more than one user can share the same profile.

Your organization comes with standard profiles that (there are exceptions for some Salesforce editions, such as contact manager, group edition, or essentials edition), you can customize a few permissions for on a standard profile or clone (creating a new custom profile) so that you have full access to its customization (for example, custom object access, field-level security access). The only thing you cannot change is the license type related to a profile.

Permission sets are similar to profiles with a simple difference: you can assign zero or more permission sets to a single user, thus providing additional...