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

Summary

Record-level security is one of the most important topics when designing a successful Salesforce implementation. By completing this chapter, we have learned about the power of the Salesforce sharing model and all its possible options, from permissions to org-wide defaults, mastering sharing rules and role hierarchies, segmenting your accounts with Enterprise Territory Management, and controlling how Salesforce communities play a role in oversharing.

The Salesforce platform runs in a multi-tenant architecture, which means our Salesforce organization runs on the same server as other Salesforce organizations, which in turn means that we are all using the same resources. To keep your customization clean and performant, we need to know exactly which resources are used the most so that we don't reach our organization's limits.

In the next chapter, we will cover organization...