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.

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Table of Contents (27 chapters)
Preface
Preface
Who this book is for
What this book covers
To get the most out of this book
Get in touch
Free Chapter
1
Section 1: Security, Access, and Organization Management
Section 1: Security, Access, and Organization Management
2
Secure Data Access
Secure Data Access
Controlling who sees what
Profiles, permission sets, and object security
The Salesforce sharing model
Enterprise territory management
Sharing within Salesforce communities
Summary
Questions
3
Auditing and Monitoring
Auditing and Monitoring
Delegated administration
Monitoring your organization
Event monitoring
Summary
Questions
4
Change Management
Change Management
Testing using sandboxes
Deploying changes with change sets
Deploying changes with packages
Deploying changes with other tools
Handling data changes
Summary
Questions
5
Section 2: Data Model Management
Section 2: Data Model Management
6
Extending Custom Objects
Extending Custom Objects
Advanced aspects of object relationships
Validation rules
Picklist management
Summary
Questions
7
Section 3: Sales and Service Cloud Applications
Section 3: Sales and Service Cloud Applications
8
Support Sales Strategies with Sales Cloud Features
Support Sales Strategies with Sales Cloud Features
Managing products, product schedules, and pricebooks
Managing quotes and quote templates
Predicting deals with forecasts
Summary
Questions
9
Service Cloud Applications
Service Cloud Applications
Salesforce Knowledge
Configuring Omni-Channel
Live Agent chat and communities
Entitlements for SLA management (and more)
Summary
Questions
10
Section 4: Data and Content Management
Section 4: Data and Content Management
11
Improving Data Quality with Duplicate Management
Improving Data Quality with Duplicate Management
Understanding duplicate management
Exploring and customizing rules
Summary
Questions
12
Salesforce CRM Content Management
Salesforce CRM Content Management
Setting up Salesforce CRM Content
Handling content libraries
Adding files to libraries
Content packs
Content delivery
Content search
Summary
Questions
13
Section 5: Reports and Dashboards
Section 5: Reports and Dashboards
14
Mastering Reports
Mastering Reports
Building reports
Tracking history on reports
Subscribing to reports
Further considerations
Summary
Questions
15
Visualizing Key Metrics with Dashboards
Visualizing Key Metrics with Dashboards
Building dashboards
Filtering dashboards
Subscribing to a dashboard
Limitations with dashboards
Summary
Questions
16
Section 6: Process Automation
Section 6: Process Automation
17
Automation with Workflows
Automation with Workflows
What is process automation?
Building workflow rules
Automated actions
Time-dependent actions
Further considerations on workflows
Summary
Questions
18
Automating Record Approval with Approval Processes
Automating Record Approval with Approval Processes
Understanding approvals
Using approvals
Limits and considerations
Summary
Questions
19
Lightning Process Builder
Lightning Process Builder
Setting up a Lightning Process Builder
Defining action groups
Managing the Process Builder
Final considerations for building with a Process Builder
Summary
Questions
20
Lightning Flows
Lightning Flows
Flow concepts
Managing a flow
Testing a flow
Transactions and governor limits
Limits and considerations
Summary
Questions
21
The Coding Approach
The Coding Approach
Exploring Apex triggers
User interface development
Summary
Questions
22
Section 7: Taking Your Certification Exam
Section 7: Taking Your Certification Exam
23
Tips and Tricks for Passing Your Exam
Tips and Tricks for Passing Your Exam
Keep studying
Facing the exam with the right attitude
The final step
Summary
24
Mock Test A and B
Mock Test A and B
Mock Test A
Mock Test B
25
Assessments
Assessments
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
Chapter 7
Chapter 8
Chapter 9
Chapter 10
Chapter 11
Chapter 12
Chapter 13
Chapter 14
Chapter 15
Chapter 17
26
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Enterprise territory management

The last way to share records is by aligning your company's sales territories hierarchy. This kind of sharing model is applied to account sharing and related opportunities.

At the time of writing, there are currently two different kinds of territory management:

  • Original territory management
  • Enterprise territory management

For the scope of the Salesforce Advanced Administrator certification, we'll describe the latter since original territory management will be retired in June 2020 (this announcement can be found at https://help.salesforce.com/articleView?id=000273181&language=en_US&type=1).

Remember that this sharing option can only be activated if your organization doesn't use the old Customizable Forecast for opportunities that will be retired in June 2020 as well (this announcement can be found at https://help.salesforce...
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